Agenda packet — Montebello City Council, November 16, 2022 (part 3 of 6)

CITY OF MONTEBELLO | Rio Hondo River Access Improvement Project | 12 scoPE of WoRK & fEEs
PROJECT UNDERSTANDING:

KTUA understands that the City of Montebello (City) is
developing an access point along the Rio Hondo River
with the goal of improving connections from the Rio Hondo River entrance to Beverly Blvd. and nearby Grant Rea Park.

We understand that the intent of the project is to make im- provements to a currently underutilized area that currently includes some existing vegetation, lawn, a directional sign, and existing irrigation equipment. We understand that the improvements will include lighting, landscaping, and ame- nities such as an electronic sign (8’x16’ screen), benches, bicycle racks, horse hitching posts, shade structures, and informational/interpretative signage. We understand the project is located on public right-of-way.

SCOPE OF SERVICES:

TASK 1 – SCHEMATIC DESIGN
A. Kick-off, Surveying, & Geotechnical Investigations.

The work included is:

1. 1. Project kick-off meeting and site tour with City:

KTUA will facilitate a meeting with the City to discuss the project design, conditions, and constraints. The team will hold this meeting at the site.

1.2. Topographic survey/base map preparation:

The team will provide a topographic survey of the project.

Work to include both field survey and office work to pre- pare the combined base map. Assume previous site data
will be provided along with the control points.

1.3. Geotechnical investigations and report:

The proposed field exploration program consists of per- forming two borings and percolation testing. The borings include one (1) boring at 30’ or auger refusal for the pro- posed sign footing area, one (1) boring at 20’ or auger refusal for the shaded structure areas, and two (2) borings at 5’ to 10’ or auger refusal proposal for the proposed infiltration area. A well permit from the Los Angeles Coun- ty Department of Environmental Health will be required
for drilling borings exceeding 10 feet in depth or entering groundwater.

The geotechnical engineering report may provide the
following:
• Boring logs with field and laboratory data
• Stratification based on visual soil (and rock) classification • Groundwater levels observed during and after the com- pletion of drilling
• Site Location and Exploration Plans
• Subsurface exploration procedures
• Description of subsurface conditions
• Shallow foundation recommendations
• Drilled shaft foundation recommendations for
proposed sign
• Infiltration rates and drainage recommendations
B. Conceptual Exploration. The team will work on the
conceptual exploration of the site. The specific work
included is:

1.4. Develop conceptual plan:

The KTUA team will develop a conceptual plan that ex-
plores the various site program elements and works out
the arrangement of them on the site. The team will also look at the conceptual placement of site walls, lighting, and other elements to help guide the design team and coordi- nate the design intentions with the City.

1.5. Review conceptual plan with City:

Following the development of the conceptual plan, the
KTUA team will meet with the City to present the plan and gather any input. This will help the team move into the schematic design phase.

C. Schematic Design. The team will work on a schematic package for the site. The work included is:

1.6. Schematic civil grading/drainage plan:

The team’s civil engineer will prepare a schematic grading and drainage plan for the site based on the approved con- ceptual plan. This will include the indication of site walls, their approximate heights, the approximate grading and
drainage of the site and other civil elements for costing purposes.

1.7. Schematic hardscape/site furnishings plan:

KTUA will develop a schematic hardscape and furnishing
plan for the site based on the approved conceptual plan.

The plan will include the desired hardscape materials, lo- cations, furnishings and other site features. The plan will be done with sufficient detail for costing purposes.

1.8. Schematic lighting/electrical plan/electrical coordination:

The team’s electrical engineer will prepare a schematic lighting and electrical for the site based on the approved conceptual plan. This will include initial coordination with SCE for connection and electrical service. The plan will be done with sufficient detail for costing purposes.

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CITY OF MONTEBELLO | Rio Hondo River Access Improvement Project | 13 scoPE of WoRK & fEEs

1.9. Schematic planting/irrigation plan:

KTUA will develop a schematic planting and irrigation plan for the site based on the approved conceptual plan. The plan will include the desired landscape and irrigation mate- rials by hatches for the site. The irrigation plan may include the point of connection, mainline, and approximate equip- ment locations. The plan will be done with sufficient detail for costing purposes.

1. 10. Estimate of probable cost of construction:

The team’s cost estimator will provide an estimate of prob- able cost of construction based on the schematic package.

The estimate will provide a breakdown of the cost items and will include a contingency based on the schematic
nature of the project.

D. Consultants Coordination/Project Management. KTUA
will maintain close coordination with District and
consultant team to resolve questions and key issues
so that the project can proceed as scheduled. Also in-
cludes in-house team management and administration.

The specific work included is:

1. 11. Team coordination meeting (3) – videoconference
The team will have up to three (3) internal team coordina- tion meetings with the consultants on the project.

1. 12. Coordination meeting with City (2) – videoconference The team will hold up to two (2) meetings with the City to discuss the conceptual and schematic plans.

1. 13. Quality control/submittal coordination
The team will ensure that proper quality control and assur- ance is provided throughout this phase of the project and have submittal coordination with the City and design team.

Tasks 1 Deliverables:
• Topographic survey/base map preparation
• Geotechnical investigation and report
• Conceptual plan
• Schematic civil grading/drainage plan
• Schematic hardscape/site furnishings plan
• Schematic planting/irrigation plan
• Schematic lighting/electrical plan
• Estimate of probable cost of construction
Tasks 1 Meetings:
• Kick-off meeting & site tour
• Team coordination meetings (3 total) - videoconference • City coordination meetings (2 total) - videoconference TASKS 2 & 3 – 90% AND 100% PSE DOCUMENTS
A. PSE Documents. This phase shall consist of preparation of Construction Documents (90% and 100%) including
planting and irrigation scope items. The Documents will include plans, details, legends, and notes. All work will be coordinated with the City and prepared using the
developed AutoCAD base. The documents included are:
• Base Map Refinement & Sheet Layout
• Site Demolition Plan
• Civil Site, Grading, Draining Plan, Legend, and
Details
• Structural Plan, Legend, Details
• Site Electrical Plan, Legend, and Details
• Hardscape/Site Furnishings Plan, Legend, Details
• Landscape Irrigation Plan, Legend, and Details
• Landscape Planting Plan, Legend, and Details
• Estimates of Probable Cost
2/3. 1 Base Map Refinement / Sheet Layout:

KTUA will work on the project base map and prepare the
sheet layout following the City’s standards and the engi- neer’s format.
2/3.2 Site Demolition Plan:

The site demolition plan will indicate the elements that will be removed for the project along with items anticipated to be preserved and protected.
2/3.3 Civil Site, Grading, Draining Plan, Legend, and Details:

The team’s civil engineer will provide plans, legends, de- tails, and calculations for the site’s civil items. This includes the following assumed items:
• The design team will work together to address the local storm water regulations early in the project development phase. Due to the local mitigation requirements, a por- tion of the site may need to be allocated for infiltration or other storm water management features.
• Compliance with the National Pollutant Discharge
Elimination System (NPDES) general permit for storm
water discharges associated with construction and land
disturbance activities requires the preparation of docu- ments, including a Storm Water Pollution Prevention Plan (SWPPP), to be submitted to the State of California Water Resources Control Board for most projects. We under-
stand that the area of land disturbance is less than one acre and that a SWPPP will not be required. Accordingly, preparation of a SWPPP and the role of the Qualified
SWPPP Developer (QSD) are not included in the scope
of this proposal.

Two (2)
Two (2)
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CITY OF MONTEBELLO | Rio Hondo River Access Improvement Project | 14 scoPE of WoRK & fEEs
• The municipal infrastructure utilities are sufficient to sup- port the project. Existing utility capacity studies are not included in KPFF’s basic services.
• A County of Los Angeles Storm Drain connection permit is not anticipated and not included in the scope of work.

The horizontal and vertical location and size of existing on-site utilities will be determined from available record drawings and/or site surveys. If additional information is determined to be required during the design stage,
we recommend that a separate company specializing in
locating underground utilities and surveying be retained.

The scope of this proposal does not include electronic
or pothole utility investigation or survey.
• There are no major utilities that will require relocation as a part of this project. The detailed design of the
abandoned or relocated utilities will be accomplished
by power company, gas company, cable and telephone
company, etc. KPFF will assist the Owner/Architect in
coordinating with these utility purveyors. Based upon our experience with similar projects, abandoning or relocat- ing existing utilities can be a lengthy process. It is our understanding the Owner/Architect is aware of the risk
to the schedule associated with the portions of work that are within the control of the utility purveyors.
• If traffic engineering services are required for the prepa- ration of the B-Permit or off-site package, the owner/
architect will retain a traffic engineer.
2/3.4 Structural Plan, Legend, Details:

The team’s structural engineer will provide plans, legends, details, and calculations for the site’s structural items. This includes the following assumed items:
• Foundation design for (1) shade shelter
• Foundation design for (2) types of fences
• Foundation design for (3) misc. Site Structures such as benches, light poles, signage (or similar)
• Design of (2) types of retaining walls
2/3.5 Hardscape/Site Furnishings Plan, Legend, Details:

This plan will specifically call out all hardscape items, walls, and furnishings at 20’ scale, and identify their materials, colors, finishes and will include construction details and specifications required to install the work. Horizontal layout locations will be by civil engineer.
2/3.6 Site Electrical Plan, Legend, and Details:

The team’s electrical engineer will provide plans, legends, details, and calculations for the site’s electrical items. This includes the following assumed items:
• Review and assess parcel maps
• Review and assess utility layout, setbacks, and clearances • Review and assess existing landscape and site features • Provide engineering services and coordination with
the City
• Provide related document
• Assumes City has selected Design and Vendor for the
Sign and that information will be given to us
• There will be six (6) solar light poles and new lighting in the vicinity of the project areas
• Assumes new electrical services will be required to
design for this project including metering, panels, trans- former, etc.
2/3.7 Landscape Irrigation Plans, Legend, and Details:

These plans will diagrammatically lay out landscape irriga- tion piping, valves, control equipment, sprinkler heads and related irrigation equipment for the irrigation of planting areas, at 20’ scale, specifically calling out all pipe and equipment sizing and types; and will include legend and details required to install the irrigation system. KTUA will coordinate with the Civil and Electrical sub consultants as required. A Water Efficient Landscape Worksheet shall be provided inclusive of the Hydrozone information table and Water budget calculations (MAWA, ETWU) as required by
the City.
2/3.8 Landscape Planting Plans, Legend, and Details:

This plan will graphically locate and identify planting ma- terials at 20’ scale, including specific quantities, sizes and varieties, and will include details and a planting legend to install the plant materials. The pallet will include California native or adaptive, drought tolerant plant materials.
2/3.9 Technical Specifications:

The team will prepare technical specifications using Green- book Standard Specifications and provisions. The City will provide front-end specifications related to the bidding and legal contract with the contractor. KTUA will help with es- tablish bidding quantities and approach which is assumed to be quantities and itemized bid items.
2/3. 10 Opinion of Probable Cost:

An opinion of probably cost will be provided at each
submittal milestone. Includes helping with take-offs, and reviewing the estimates provided by the project engineer for the areas within KTUA’s expertise.

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CITY OF MONTEBELLO | Rio Hondo River Access Improvement Project | 15 scoPE of WoRK & fEEs
B. Consultants Coordination/Project Management. KTUA
will maintain close coordination with District and
consultant team to resolve questions and key issues
so that the project can proceed as scheduled. Also in-
cludes in-house team management and administration.

The specific work included is:
2/3. 11 Team coordination meeting (2) – videoconference:

The team will have up to two (2) internal team coordination meetings with the consultants on the project for both 90% and 100%.
2/3. 12 Coordination meeting with City (2) – videoconference:

The team will hold up to two (2) meetings with the City to discuss the conceptual and schematic plans for both 90% and 100%.
2/3. 13 Quality control/submittal coordination:

The team will ensure that proper quality control and assur- ance is provided throughout this phase of the project and have submittal coordination with the City and design team.

C. Plan Check/Corrections. KTUA design team will provide drawings to submit to the City at each milestone. KTUA
team will perform in-house design review and quality
control of project; and meet with the City to discuss
their review comments and prepare plan revisions and
comment responses as necessary. The specific work
included is:
2/3. 14 City review comments and corrections:

The team will work on the review comments and correc-
tions from the City. This will include the time to refine the plans based on the comments received and assumes one
(1) round of review comments that do not drastically change the design of the site.
2/3. 15 Final approved plans (bid set):

Upon final completion of the comments from the City, the design team will prepare a set of signed plans for the bid- ding of the project.

Tasks 2 & 3 Deliverables:
• 90%, 100% & Final Demolition Plan
• 90%, 100% & Final Civil site/grading/drainage plan,
legend, details
• 90%, 100% & Final Structural plan, legend, details
• 90%, 100% & Final Hardscape/site furnishings plan,
legend, details
• 90%, 100% & Final Irrigation plan, legend, details
• 90%, 100% & Final Planting plan, legend, details
• 90%, 100% & Final Site electrical plan, legend, details • 90%, 100% & Final T echnical specifications (Greenbook) • 90%, 100% & Final Opinion of Probable Cost
Tasks 2 & 3 Meetings:
• Team coordination meetings (2 total) - videoconference • City coordination meetings (1 total) - videoconference TASK 4 – CONSTRUCTION ADMINISTRATION

4. 1 Bid Administration:

KTUA will prepare a Bid Schedule with descriptions, attend the Pre-Bid meeting, and respond to RFIs (Requests for
Information) and RFCs (Requests for Clarifications) from bidding contractors, advise the City on qualified landscape contractors, and review the bid results and be available to comment on bid analysis in our area of expertise. This includes input for preparation of landscape bid documents as required

4.2 Construction Meetings:

KTUA will attend a total of eight (8) construction meetings (scoped to be videoconference calls) for the project man- ager of the project. This includes the following meetings:
• One (1) pre-bid meeting
• One (1) pre-construction meeting
• Six (6) construction progress meetings
• These meetings have been estimated for budgeting
purposes. If scope of services is necessary to increase, KTUA will negotiate a fee for these services.

4.3 Respond to Requests for Information (R.F.I.) and submittals:

The project team will also assist with Requests for Infor- mation (R.F.I.), submittals and addendums throughout the construction process.

REMOVED FROM
SCOPE
(4 total)
(2 total)
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CITY OF MONTEBELLO | Rio Hondo River Access Improvement Project | 16 scoPE of WoRK & fEEs

4.4 Site Observations and Reports:

The project team will provide site observation visits/re- ports for the construction of the project and will attend the following site observation meetings:
• Site Observation Walk (7 total) – Civil Grading/Site Work (1 total), Hardscape (1 total – with planting and irrigation visit), Electrical (1 total), Structural Items (1 total), planting and irrigation (4 total)
• Pre-Maintenance Walk-through (1 total) – Hardscape
• Pre-Final Walk-through (1 total) – Irrigation, Planting and Hardscape
• Final Walk-through (1 total) – Irrigation, Planting and Hardscape
• Final Walk-through (1 total) – Civil Grading and Drainage • Final Walk-through (1 total) – Electrical
• These meetings have been estimated for budgeting
purposes. If scope of services is necessary to increase, KTUA will negotiate a fee for these services.

4.5 Record Drawings:

KTUA will review a final set of As-Built drawings as redlined by contractor at completion of the project provided by con- tractor (hardscape, irrigation and electrical plans). This shall be done prior to the contractor making a reduced colored set for irrigation controllers. Drawings will reflect signifi- cant changes to the irrigation made during construction, based on approved and adequate marked-up prints and
record drawings furnished by contractor to architect. This does not include field verification of contractor’s redlined record drawings. All record drawings shall be prepared
using AutoCAD drafting software and the original irrigation drawings as a base. (No manual drafted record drawings
are acceptable). The Contractor may obtain digital base files from the Landscape Architect or Owner’s authorized representative. If the Contractor is unable to provide the AutoCAD drafting necessary for the record drawings the
irrigation designer does provide record drawing drafting as a separate service.

Task 4 Deliverables:
• Bid Addenda Support
• Bidding Assistance (RFI responses and Final Bid
Documents)
• RFI and Submittal Support
• Site Observation Reports (7 total)
Task 4 Meetings/observations:
• Pre-bid Meeting (1 total)
• Pre-Construction Meeting (1 total)
• Construction Progress Meetings (6 total)
• Site Observation Walk (7 total) – Civil Grading/Site Work (1 total), Hardscape (1 total – with planting and irrigation visit), Electrical (1 total), Structural Items (1 total), planting and irrigation (4 total)
• Pre-Maintenance Walk-through (1 total) – Hardscape
• Pre-Final Walk-through (1 total) – Irrigation, Planting and Hardscape
• Final Walk-through (1 total) – Irrigation, Planting and Hardscape
• Final Walk-through (1 total) – Civil Grading and Drainage • Final Walk-through (1 total) - Electrical

REMOVED FROM
SCOPE
REVISED 11/08/2022

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CITY OF MONTEBELLO | Rio Hondo River Access Improvement Project | 17 KTUA
Langdon /
Singleton
Matt
Wilkins
Bernard
Everling
David
Jamesson Staff Neha Yadav
Doug
Conlon
Angel
Monarres
Robert "Buck"
Rogers Staff Field Survey Ramzi Hodali TBD
Pablo
Ramos TBD Felix Gomez
Carlos
Ramirez
Avo
Gharibian Aled Jenkins
Charlie
Andrews
Principal
Planner
Project
Manager
Irrigation
Design PM
Sr. Land.

Designer
Landscape
Designer
Principal in
Charge
Project
Manager
Project
Engineer
Associate
Survey
Project
Survey
PW‐
Chainman/Chief of
Party
Principal In
Charge Drafter
Project
Manager
Project
Engineer Principal
Project
Engineer
Project
Designer
Associate
Principal
Senior Cost
Manager
$185 $145 $175 $125 $105 $200 $185 $150 $200 $185 $150 $275 $155 $205 $155 $210 $180 $135 $245 $185 Hours Labor TASK 1 | SCHEMATIC DESIGN

1.1 Project kick‐off meeting & site tour with City 68 6 4 2 26 $4,540

1.2 Topographic survey/base map preparation 2 3 8 40 24 77 $13,445

1.3 Geotechnical investigations and report (see cost at bottom of matrix) 2 2 $290

1.4 Develop conceptual plan & base map 14 8 3 16 $2,320

1.5 Adjust conceptual based on mtg. with City (task 1.12) 24 3 9 $1,330

1.6 Schematic civil grading/drainage plan 1 32 6 $1,055

1.7 Schematic hardscape/site furnishings plan 14 6 1 3 2 17 $2,570

1.8 Schematic planting/irrigation plan 12 2 62 13 $1,785

1.9 Schematic lighting/electrical plan/electrical coordination 4 3 12 15 34 $5,395

1.10 Estimate of probable cost of construction 23 15 20 $3,620

1.11 Team coordination meetings (3) ‐ videoconference 23 3 3 1 13 1 17 $3,095

1.12 Coordination meeting with City (2) ‐ videoconference 22 4 $660

1.13 Quality control/submittal coordination 24 2 62 16 $2,260 Total Task 1 Hours: 15 39 10 30 4 9 18 4 9 40 24 0 0 0 0 6 18 15 0 16 Total Task 1 Costs: $2,775 $5,655 $1,750 $3,750 $420 $1,800 $3,330 $600 $1,800 $7,400 $3,600 $0 $0 $0 $0 $1,260 $3,240 $2,025 $0 $2,960 TOTAL TASK LABOR PER FIRM: 98 31 73 0 39 16 TOTAL LABOR: 257 TOTAL TASK FEE PER FIRM: $14,350 $5,730 $12,800 $0 $6,525 $2,960 TOTAL FEE: $42,365 TASK 2 | 90% CONSTRUCTION DOCUMENTS

2.1 Base map update 1 2 1 66 16 $2,605

2.2 Site demolition plan 24 1 66 19 $3,200

2.3 Civil site/grading/drainage plan, legend, details 2 1 66 15 $2,500

2.4 Structural plan, legend, details 2 2 2 88 22 $4,030

2.5 Hardscape/site furnishings plan, legend, details 1 4 14 19 $2,515

2.6 Irrigation plan, legend, details 11 4 8 14 $1,870

2.7 Planting plan, legend, details 11 6 8 $1,080

2.8 Site electrical plan, legend, details 2 3 27 21 53 $8,615

2.9 Technical specifications (Greenbook) 14 2 1 6 6 2 22 $3,735

2.10 Probable cost of construction 2 20 22 $3,990

2.11 Team coordination meetings (3) ‐ videoconference 23 2 3 3 3 1 3 1 21 $3,690

2.12 Coordination meeting with City (1) ‐ videoconference 12 3 $475

2.13 Quality control/submittal coordination 26 2 84 1 3 3 29 $4,215 Total Task 3 Hours: 9 32 14 30 12 8 30 30 0 0 0 2 2 11 8 3 30 21 0 21 Total Task 3 Costs: $1,665 $4,640 $2,450 $3,750 $1,260 $1,600 $5,550 $4,500 $0 $0 $0 $550 $310 $2,255 $1,240 $630 $5,400 $2,835 $0 $3,885 TOTAL TASK LABOR PER FIRM: 97 68 0 23 54 21 TOTAL LABOR: 263 TOTAL TASK FEE PER FIRM: $13,765 $11,650 $0 $4,355 $8,865 $3,885 TOTAL FEE: $42,520 TASK 3 | 100% FINAL CONSTRUCTION DOCUMENTS

3.1 Base map update 1 1 11 4 $660

3.2 Site demolition plan 1 1 1 11 5 $805

3.3 Civil site/grading/drainage plan, legend, details 1 1 11 4 $680

3.4 Structural plan, legend, details 1 2 2 22 9 $1,725

3.5 Hardscape/site furnishings plan, legend, details 12 3 $395

3.6 Irrigation plan, legend, details 12 4 7 $915

3.7 Planting plan, legend, details 12 3 $395

3.8 Site electrical plan, legend, details 1 362 12 $2,125

3.9 Technical specifications (Greenbook) 12 1 1 1 1 1 8 $1,390

3.10 Probable cost of construction 1 15 16 $2,920

3.11 Team coordination meetings (2) ‐ videoconference 22 1 2 1 20 1 11 $1,955

2.12 Coordination meeting with City (1) ‐ videoconference 12 3 $475

3.13 Quality control/submittal coordination 21 2 42 1 1 231 19 $3,055

3.14 City review comments and corrections 12 2 66 1 1 4 233 31 $4,775

3.15 Final approved plans (bid set) 11 1 42 1 1 2 21 16 $2,505 Total Task 4 Hours: 8 18 9 20 14 7 9 4 0 0 0 2 2 10 2 7 16 7 0 16 Total Task 4 Costs: $1,480 $2,610 $1,575 $2,500 $1,470 $1,400 $1,665 $600 $0 $0 $0 $550 $310 $2,050 $310 $1,470 $2,880 $945 $0 $2,960 TOTAL TASK LABOR PER FIRM: 69 20 0 16 30 16 TOTAL LABOR: 151 TOTAL TASK FEE PER FIRM: $9,635 $3,665 $0 $3,220 $5,295 $2,960 TOTAL FEE: $24,775 Totals
City of Montebello
Rio Hondo River Access Improvement Project
KPFF (Structural) RLBBudlongKPFF (Civil) KPFF (Survey)

Page 1 of 2 ends

KTUA
Langdon /
Singleton
Matt
Wilkins
Bernard
Everling
David
Jamesson Staff Neha Yadav
Doug
Conlon
Angel
Monarres
Robert "Buck"
Rogers Staff Field Survey Ramzi Hodali TBD
Pablo
Ramos TBD Felix Gomez
Carlos
Ramirez
Avo
Gharibian Aled Jenkins
Charlie
Andrews
Principal
Planner
Project
Manager
Irrigation
Design PM
Sr. Land.

Designer
Landscape
Designer
Principal in
Charge
Project
Manager
Project
Engineer
Associate
Survey
Project
Survey
PW-
Chainman/Chief of
Party
Principal In
Charge Drafter
Project
Manager
Project
Engineer Principal
Project
Engineer
Project
Designer
Associate
Principal
Senior Cost
Manager
$185 $145 $175 $125 $105 $200 $185 $150 $200 $185 $150 $275 $155 $205 $155 $210 $180 $135 $245 $185 Hours Labor TASK 1 | SCHEMATIC DESIGN

1.1 Project kick-off meeting & site tour with City 6 8 6 4 2 26 $4,540

1.2 Topographic survey/base map preparation 2 3 8 38 23 74 $12,925

1.3 Geotechnical investigations and report (see cost at bottom of matrix) 2 2 $290

1.4 Develop conceptual plan & base map 1 4 8 3 16 $2,320

1.5 Adjust conceptual based on mtg. with City (task 1.12) 2 4 3 9 $1,330

1.6 Schematic civil grading/drainage plan 1 3 2 6 $1,055

1.7 Schematic hardscape/site furnishings plan 1 4 6 1 3 2 17 $2,570

1.8 Schematic planting/irrigation plan 1 2 2 6 2 13 $1,785

1.9 Schematic lighting/electrical plan/electrical coordination 4 3 12 14 33 $5,260

1.10 Estimate of probable cost of construction 2 2 14 18 $3,250

1.11 Team coordination meetings (2) - videoconference 2 2 2 2 1 1 2 1 13 $2,385

1.12 Coordination meeting with City (2) - videoconference 2 2 4 $660

1.13 Quality control/submittal coordination 1 4 2 6 2 15 $2,075 Total Task 1 Hours: 14 38 10 30 4 8 16 4 9 38 23 0 0 0 0 6 17 14 0 15 Total Task 1 Costs: $2,590 $5,510 $1,750 $3,750 $420 $1,600 $2,960 $600 $1,800 $7,030 $3,450 $0 $0 $0 $0 $1,260 $3,060 $1,890 $0 $2,775 TOTAL TASK LABOR PER FIRM: 96 28 70 0 37 15 TOTAL LABOR: 246 TOTAL TASK FEE PER FIRM: $14,020 $5,160 $12,280 $0 $6,210 $2,775 TOTAL FEE: $40,445 TASK 2 | 90% CONSTRUCTION DOCUMENTS

2.1 Base map update 0 2 1 6 6 15 $2,460

2.2 Site demolition plan 2 4 1 6 6 19 $3,200

2.3 Civil site/grading/drainage plan, legend, details 2 1 6 6 15 $2,500

2.4 Structural plan, legend, details 2 2 2 8 8 22 $4,030

2.5 Hardscape/site furnishings plan, legend, details 1 4 12 17 $2,265

2.6 Irrigation plan, legend, details 1 1 4 8 14 $1,870

2.7 Planting plan, legend, details 1 1 6 8 $1,080

2.8 Site electrical plan, legend, details 2 3 26 21 52 $8,435

2.9 Technical specifications (Greenbook) 1 4 1 1 6 6 2 21 $3,560

2.10 Probable cost of construction 2 18 20 $3,620

2.11 Team coordination meetings (2) - videoconference 1 2 2 2 2 2 1 2 1 15 $2,645

2.12 Coordination meeting with City (1) - videoconference 1 1 2 $330

2.13 Quality control/submittal coordination 2 6 2 8 4 1 3 3 29 $4,215 Total Task 3 Hours: 8 29 13 28 12 7 29 29 0 0 0 2 2 11 8 3 28 21 0 19 Total Task 3 Costs: $1,480 $4,205 $2,275 $3,500 $1,260 $1,400 $5,365 $4,350 $0 $0 $0 $550 $310 $2,255 $1,240 $630 $5,040 $2,835 $0 $3,515 TOTAL TASK LABOR PER FIRM: 90 65 0 23 52 19 TOTAL LABOR: 249 TOTAL TASK FEE PER FIRM: $12,720 $11,115 $0 $4,355 $8,505 $3,515 TOTAL FEE: $40,210 TASK 3 | 100% FINAL CONSTRUCTION DOCUMENTS

3.1 Base map update 1 1 1 1 4 $660

3.2 Site demolition plan 1 1 1 1 1 5 $805

3.3 Civil site/grading/drainage plan, legend, details 1 1 1 1 4 $680

3.4 Structural plan, legend, details 1 2 2 2 2 9 $1,725

3.5 Hardscape/site furnishings plan, legend, details 1 2 3 $395

3.6 Irrigation plan, legend, details 1 2 4 7 $915

3.7 Planting plan, legend, details 1 2 3 $395

3.8 Site electrical plan, legend, details 1 2 6 2 11 $1,915

3.9 Technical specifications (Greenbook) 1 2 1 1 1 1 1 8 $1,390

3.10 Probable cost of construction 1 14 15 $2,735

3.11 Team coordination meetings (2) - videoconference 2 2 1 2 1 2 1 11 $1,955

2.12 Coordination meeting with City (1) - videoconference 1 2 3 $475

3.13 Quality control/submittal coordination 2 1 2 4 2 1 1 2 3 1 19 $3,055

3.14 City review comments and corrections 1 2 2 6 6 1 1 4 2 3 3 31 $4,775

3.15 Final approved plans (bid set) 1 1 1 4 2 1 1 2 2 1 16 $2,505 Total Task 4 Hours: 8 18 9 20 14 7 9 4 0 0 0 2 2 10 2 6 16 7 0 15 Total Task 4 Costs: $1,480 $2,610 $1,575 $2,500 $1,470 $1,400 $1,665 $600 $0 $0 $0 $550 $310 $2,050 $310 $1,260 $2,880 $945 $0 $2,775 TOTAL TASK LABOR PER FIRM: 69 20 0 16 29 15 TOTAL LABOR: 149 TOTAL TASK FEE PER FIRM: $9,635 $3,665 $0 $3,220 $5,085 $2,775 TOTAL FEE: $24,380 Totals
City of Montebello
Rio Hondo River Access Improvement Project
KPFF (Structural) RLBBudlongKPFF (Civil) KPFF (Survey)
REVISED 11/08/2022

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CITY OF MONTEBELLO | Rio Hondo River Access Improvement Project | 18 KTUA
Langdon /
Singleton
Matt
Wilkins
Bernard
Everling
David
Jamesson Staff Neha Yadav
Doug
Conlon
Angel
Monarres
Robert "Buck"
Rogers Staff Field Survey Ramzi Hodali TBD
Pablo
Ramos TBD Felix Gomez
Carlos
Ramirez
Avo
Gharibian Aled Jenkins
Charlie
Andrews
Principal
Planner
Project
Manager
Irrigation
Design PM
Sr. Land.

4.1 Bid Administration (review/respond to bid RFIs & RFCs, assist with selection) 26 2 2 8 8 4 21 35 $5,985

4.2 Construction progress meetings (8 total) ‐ videoconference 8 8 $1,160

4.3 Respond to construction RFIs/review submittals 2 6 2 12 2 4 4 4 5 1 42 $6,685

4.4 Construction site observations & reports (12 total) 32 12 2 4 4 2 5 1 62 $9,925

4.5 Team coordination/management 46 2 2 2 2 41 23 $3,995

4.6 Record drawings 1 26 9 $1,055
Total Task 5 Hours: 8 58 19 14 6 8 18 16 0 0 0 0 0 12 0 0 16 4 0 0 Total Task 5 Costs: $1,480 $8,410 $3,325 $1,750 $630 $1,600 $3,330 $2,400 $0 $0 $0 $0 $0 $2,460 $0 $0 $2,880 $540 $0 $0 TOTAL TASK LABOR PER FIRM: 105 42 0 12 20 0 TOTAL LABOR: 179 TOTAL TASK FEE PER FIRM: $15,595 $7,330 $0 $2,460 $3,420 $0 TOTAL FEE: $28,805 SUMMARY BASE CONTRACT
BASE TASK SUMMARY: KTUA Totals Totals
Project Total Base Hours: 40 147 52 94 36 32 75 54 9 40 24 4 4 33 10 16 80 47 0 53 850 Total Base Costs: $7,400 $21,315 $9,100 $9,870 $3,780 $6,400 $13,875 $8,100 $1,800 $7,400 $3,600 $1,100 $620 $6,765 $1,550 $3,360 $14,400 $6,345 $0 $9,805 $136,585 TOTAL LABOR PER FIRM: $51,465 $28,375 $12,800 $10,035 $24,105 $9,805 $136,585 Misc. $100 $100
Mileage $1,800 $1,800
Printing $100 $100
Total of Direct Costs $2,000 $0 $0 $0 $0 $0 $2,000
TOTAL LABOR AND MATERIALS: $53,465 $28,375 $12,800 $10,035 $24,105 $9,805 $138,585

38.58% 20.47% 9.24% 7.24% 17.39% 7.08% 100%
Geotechnical Report: $13,500
PROJECT GRAND TOTAL: $152,085
KPFF RLBBudlongKPFF KPFF

Page 2 of 2 ends

4.1 Bid Administration (review/respond to bid RFIs & RFCs, assist with selection) 0 $0

4.2 Construction progress meetings (8 total) - videoconference 0 $0

4.3 Respond to construction RFIs/review submittals 0 $0

4.4 Construction site observations & reports (12 total) 0 $0

4.5 Team coordination/management 0 $0

4.6 Record drawings 0 $0
Total Task 5 Hours: 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Task 5 Costs: $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 TOTAL TASK LABOR PER FIRM: 0 0 0 0 0 0 TOTAL LABOR: 0
TOTAL TASK FEE PER FIRM: $0 $0 $0 $0 $0 $0 TOTAL FEE: $0

SUMMARY BASE CONTRACT
BASE TASK SUMMARY: KTUA Totals Totals
Project Total Base Hours: 30 85 32 78 30 22 54 37 9 38 23 4 4 21 10 15 61 42 0 49 644 Total Base Costs: $5,550 $12,325 $5,600 $8,190 $3,150 $4,400 $9,990 $5,550 $1,800 $7,030 $3,450 $1,100 $620 $4,305 $1,550 $3,150 $10,980 $5,670 $0 $9,065 $103,475 TOTAL LABOR PER FIRM: $34,815 $19,940 $12,280 $7,575 $19,800 $9,065 $103,475 Misc. $100 $100
Mileage $1,800 $1,800
Printing $100 $100
Total of Direct Costs $2,000 $0 $0 $0 $0 $0 $2,000
TOTAL LABOR AND MATERIALS: $36,815 $19,940 $12,280 $7,575 $19,800 $9,065 $105,475

34.90% 18.90% 11.64% 7.18% 18.77% 8.59% 100%
Geotechnical Report: $13,500
PROJECT GRAND TOTAL: $118,975
KPFF RLBBudlongKPFF KPFF
REVISED 11/08/2022

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ITEM # 14

CITY OF MONTEBELLO

CITY COUNCIL AND PUBLIC FINANCING AUTHORITY AGENDA STAFF REPORT

TO:

Honorable Mayor and City Council Members
FROM:

René Bobadilla, City Manager
BY:

David Sosnowski, Director of Recreation and Community Services SUBJECT: AUTHORIZE THE CITY MANAGER TO APPROVE A LEASE

AGREEMENT WITH E-Z-GO DIVISION, OF TEXTRON
INCORPORATED, FOR FORTY-SIX (46) ELECTRIC GOLF CARTS

DATE: November 16, 2022

RECOMMENDATION(S):

It is recommended that the City Council:

1. Approve a five-year lease agreement for electric golf carts with E-Z-GO Division of Textron Inc. for use at the Montebello Golf Course (Golf Course); and

2. Authorize the City Manager to execute the lease agreement on behalf of the City; and

3. Take such additional, related action that may be desirable.

FISCAL IMPACT:

The proposed lease agreement is for a five-year (5-year) term with E-Z-GO Division of Textron Inc. (E-Z-GO) for forty-six (46) 2024 electric golf carts. The annual lease amount is One Hundred Four Thousand Seven Hundred Fifty Four Dollars ($104,754) and will be financed through PNC Equipment Finance, LLC (PNC). However, E-Z-Go reserves the right to increase charges based upon actual interest rates ninety (90) days prior to the delivery date. Payments will be made to PNC directly on a monthly basis. At the conclusion of the lease, the City will have the option to purchase all 46 carts for $1 to be used for sale, trade-in or to keep for continued use at the golf course or at other City facilities as necessary.

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CITY COUNCIL AND PUBLIC FINANCING AUTHORITY AGENDA REPORT - MEETING OF NOVEMBER 16, 2022

Page 2 of 3 ends

The golf carts currently have an expected delivery time of 10-12 months and are estimated to arrive by the end of November 2023. Funding will be included in the Fiscal Year 2023-24 Golf Course Fund Maintenance and Operation budget.

In addition, the new lease agreement includes a trade-in price of $2,200 for any currently owned carts the City desires to return. Monies received for any trade-in golf carts will be deposited back into the Golf Course Fund.

BACKGROUND/DISCUSSION:

On October 12, 2022, City Council authorized the disposition of surplus golf carts and equipment, coinciding with the Golf Course Renovation Project which was previously approved by the City Council. The lease for the current golf cart fleet has ended and the City is in the process of assessing their condition to determine the best disposition option for each cart, per the surplus action taken on October 12. Staff is now recommending the lease of 46 new electric golf carts, which have a lead time of 10-12 months. The new golf cart lease agreement is being proposed at this time in order to receive them before the renovated Golf Course opens as the end of 2023.

An OMNIA Partners cooperative purchasing contract will be utilized to lease the golf carts. OMNIA Partners awards contracts for various materials and services that are competitively bid, and which meet or exceed local purchasing requirements for use by the public sector. Cooperative contract purchasing opportunities save participating agencies time and money for procurement of needed equipment and services. The City has an active membership with OMNIA Partners and is eligible to utilize its competitively bid and awarded contracts to purchase items and services under Montebello Municipal Code 3.20.050(F), Conformance with Bidding Procedures, which states:

“Purchases of supplies and equipment for city use shall be made and accomplished in conformity with Section 3.20.080 or Section 3.20.090 except: Cooperative Purchase - Purchases for goods and/or services that are identical or nearly identical in scope to the goods and/or services listed in any valid, current and competitively bid cooperative governmental purchase program. Pricing shall be the same or better than the pricing contained in the cooperative purchase agreement. For the purposes of this Section, the term "cooperative governmental purchase program" means any combination between the city and any other public agency or public agencies for the joint purchase of goods and/or services.”

The proposed 2024 E-Z-GO RXV Elite electric model golf carts provide cost and energy savings over the life of the vehicles due to the efficiency of the lithium ion batteries over the traditional lead acid battery. The lithium ion batteries utilize less electricity per charge and require minimal maintenance. Additionally, the golf carts come with a five-year (5- year) lithium ion battery warranty and its charging components which covers the entire lease term. The previous golf cart fleet had issues with the lead acid batteries, requiring several costly battery replacements out of warranty. Additionally, the new golf carts feature geo-fencing technology which allow for real-time tracking and the ability to set

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CITY COUNCIL AND PUBLIC FINANCING AUTHORITY AGENDA REPORT - MEETING OF NOVEMBER 16, 2022

Page 3 of 3 ends

traveling parameters. This technology will allow staff to identify proper path usage and prohibit the carts from traveling into banned areas; thus limiting damage to the newly renovated playing surfaces of the Golf Course and prohibiting golf cart travel in other unhallowed areas around the Golf Course campus. The tracking technology will also help deter or prevent theft.

During the renovation of the Golf Course, staff will conduct a Golf Course fee study to assess the current fee schedule and make recommendations for the setting of future charges for service for all Golf Course uses (i.e., green fees, cart rental, etc.). This study will work to bring fees to a competitive market rate based on local golf course comparisons with consideration of the unique new nine-hole and six-hole lighted course options on a renovated Golf Course. It is expected that the Golf Course fee study will also result in recommendations for increased golf cart rental fees that will ultimately help offset the cost of the new lease agreement.

ENVIRONMENTAL IMPACT:

N/A

ANALYSIS:

N/A

SUMMARY:

Staff recommends that the City Council approve a golf cart lease agreement with E-Z- GO for a five-year term to procure 46 new electric golf carts for use at the Golf Course, with the lease commencing in Fiscal Year 2023-24 and designed to coincide with the opening of the newly renovated Golf Course.

ATTACHMENT(S)

1. Attachment A - E-Z-GO Proposal

2. Attachment B - Omnia Partners Contract - EZGo

NEXT STEPS:

N/A

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T H E B E S T W I L L A L W A Y S

H A V E O U R N A M E O N IT

Montebello Golf Course
PREPARED FOR:

Page 295 of 1037 ends

October 28, 2022
Mark Campbell
Montebello Golf Course
984 N. VIA SAN CLEMENTE
MONTEBELLO, 90640
Dear Mark Campbell,
E-Z-GO® is honored to prepare this exclusive proposal for Montebello Golf Course and its members. Since 1954, E-Z-GO has been at the forefront of innovation, reliability and service for the last 70 years. We are committed to providing our customers with vehicle solutions that exceed expectations and perform to the demands of your facilities.

E-Z-GO and Cushman® vehicles are manufactured with purpose in mind. We have taken the golf car industry by storm with technologies such as the Samsung Powered ELiTE Lithium batteries, a first-of-its-kind EX1 gas engine, and our Textron Fleet Management systems. These technologies, paired with our reliable fleet and utility vehicle options, provide an experience refined to elevate and improve any course to a premium caliber.

The E-Z-GO and Cushman advantage goes far beyond our products. You’ll gain access to a level of service and support unsurpassed in the industry, through the largest fleet of factory direct service technicians, our strong network of factory-owned branch locations and authorized distributors.

Through highly reputable regional sponsorships, professional golfers and industry partners, we are dedicated to advancing the game of golf and the industry that fuels it.

Our constant pursuit for innovation, performance and customer service elevated our name to the premium provider in the industry. We’re committed to the game and will never stop looking for what’s next. Never settling has put our products on the most prestigious courses and facilities in the world so if you’re looking for the best, E-Z-GO and Cushman have you covered.

As you review the enclosed materials, please do not hesitate to contact me with additional questions. I look forward to hearing from you soon, and to serving you at Montebello Golf Course.

With sincere appreciation,
Austin Stinson
Territory Sales Manager
[email protected]

P A R T N E R W I T H T H E I N D U S T R Y L E A D E R

ADVANCED
I N T E L L I B R A K E ™

T E C H N O L O G Y A C E L E C T R I C

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FROM THOSE WHO KNOW

THE PATH FORWARD,
PAVED BY RXV ® EL iTE LITHIUM
The most advanced, economical and high-performing electric powertrain option in the industry also delivers cleaner performance for the planet. E-Z-GO® ELiTE Lithium vehicles provide cost and energy savings for greater value, while also offering a better playing experience to courses everywhere.

EZGO.COM/ELiTE

FIVE-YEAR

UNLIMITED AMP

HOUR WARRANTY

CHARGE FOUR VEHICLES
PER 20-AMP CIRCUIT* FOR EASIER

CART BARN CONVERSION
INTELLIBRAKE ™

FOR INCREASED

SAFETY AND EFFICIENCY
“The biggest benefit that I’ve seen is that the
carts are smoother, lighter and don’t wear
on the turf as much. I have full confidence in
sending them back out after 18 holes.”
– Jeff Johnson
PGA Master Golf Professional
Sunflower Hills Golf Course
“We’ve seen savings of
$2,000 per month on our
electric bills, which easily
offsets the cost to upgrade.”
– Paul Grillo
Executive Director
Sterling Farms Golf Course
“Lift the seat up and see the 300-lb
weight savings under the seat, and the
no maintenance on all of the carts
saves me at least 10 hours a week.”
– Brian Klender
General Manager
Pierce Lake Golf Course

Page 297 of 1037 ends

THE BEST FOR

YOUR COURSE

THE BEST FOR

THE PLANET
Use less out-of-the-wall
power to charge.

ELiTE vehicles have saved enough energy
to power more than 3,500 homes for a year.

No battery watering
and zero maintenance.

Longer-lasting batteries than lead acid,
which reduces overall environmental waste.
5-year battery warranty. IntelliBrake converts speed to electricity, allowing it to repurpose energy. Its brake
components also last longer, reducing
material consumption.

Activated by Samsung SDI, E-Z-GO ELiTE Lithium vehicles also feature AC drive and our patented IntelliBrake technology, which provides superior efficiency and an automatic parking brake. This brings many advantages to your golf course and the environment.

EZGO.com/ELiTE
*With ELiTE light charger. Based on RXV technology –net energy inclusive of regen. Features and specifications of vehicles subject to change without notice.

DIMENSIONS
OVERALL LENGTH 94.5 in (240 cm)
OVERALL WIDTH 47.0 in (119 cm)
OVERALL HEIGHT (W/O ROOF) 46.5 in (118 cm)
OVERALL HEIGHT (W/ ROOF) 69.5 in (167 cm)
WHEEL BASE 65.7 in (167 cm)
FRONT WHEEL TRACK 35.5 in (90 cm)
REAR WHEEL TRACK 38.0 in (97 cm)

GROUND CLEARANCE
@ DIFFERENTIAL 4.5 in (11 cm)
POWER
POWER SOURCE 56.7-Volt DC
MOTOR TYPE AC Induction
HORSEPOWER (KW) 4.4 hp (3.3 kW) Continuous
ELECTRICAL SYSTEM 56-Volt
BATTERIES (TYPE) ELiTE 2.2, 56.7-Volt Lithium
KEY OR PEDAL START Pedal
BATTERY CHARGER Lithium World Charger 56-Volt DC 10 ft. DC Cord SPEED CONTROLLER 235-amp Solid-State AC Controller
DRIVETRAIN Motor Shaft Direct Drive
TRANSAXLE Limited Slip Differential
GEAR SELECTION Dash Mounted Forward-Neutral-Reverse
REAR AXLE RATIO 16.99:1
KEY SWITCH Into Key Switch
PROGRAMMABLE GOLF MODES Unique Group, Unique Individual

PERFORMANCE
SEATING CAPACITY 2-Passenger
DRY WEIGHT 599 lbs (272 kg)
CURB WEIGHT 646 lbs (293 kg)
VEHICLE LOAD CAPACITY 500-800 lbs (227-360 kg)
OUTSIDE CLEARANCE CIRCLE 19.2 ft (5.8 m)
SPEED (LEVEL GROUND) 19 mph ± 0.5 mph (Up to 30.6 kph ± 0.8 kph) TOWING CAPACITY Three E-Z-GO Golf Carts with Approved Permanent Tow Bar

STEERING AND SUSPENSION
STEERING Double-Ended Rack and Pinion
SUSPENSION Front: Independent A-Arm Coil-Over Shock;
Rear: Mono-Leaf Spring With Hydraulic Shocks
SERVICE BRAKE Induction Motor
PARKING BRAKE Automatic Electro-Magnetic
TIRES 18 x 8.50-8 (4-ply rated)

BODY & CHASSIS
FRAME Welded Steel with Powder-Coat Protection
BODY & FINISH Injection Molded TPO

OPTIONAL BODY COLORS
Almond, Black, Bright White, Burgundy, Electric Blue, Flame Red, Forest Green, Inferno Red, Ivory, Metallic Charcoal, Oasis Green, Ocean Grey, Patriot Blue, Platinum, Sunburst Orange (custom colors available)
STANDARD SEAT COLORS Stone Beige, Oyster, Grey, Black
PREMIUM SEAT COLORS Mushroom, Grey (custom colors available) PINSTRIPE COLORS Pewter, Black, Gold

INDUSTRY-LEADING SPECIFICATIONS

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MONITOR,

MAINTAIN &

PROTECT YOUR

INVESTMENT

SINGLE-SOURCE SOLUTION

AMPLIFY

THE USER

EXPERIENCE

REAL-TIME DATA

FOR OPERATIONAL

EFFICIENCY &

PRODUCTIVITY

Page 299 of 1037 ends

OPTIMIZED OPERATIONS

PREPARE FOR

ANYTHING
• Weather Alert
Feature
• Manually Alert
Golfers
• Customizable Push
Messaging
REMOTE

MONITORING
• Monitor Your Fleet
Remotely
• Track Amp Hours,
Charge Rates, and
Vehicle Amp Hours
• Monitor Car Locations
& Pace-of-Play
• Real-Time Data Analysis

PROTECT YOUR

INVESTMENT
• Geo-Fencing, Car
Shutdown, and
Speed Alerts
• Monitor Vehicle
Travel History
• Real Time Vehicle
Tracking
• Fault History and
Alerting

CONNECT YOUR

EQUIPMENT
• Maintain Turf
Equipment and
Utility Vehicles with
the Screen-less
Shield Plus
• Establish Target
Times for Task
Completion
• Examine Travel
History
• Fleet Utilization and
Vehicle Rotation
Reports
CREW

MANAGEMENT
• Workload
Management Tools
for Employee
Productivity
• Monitor Remotely
from Your Phone,
Computer, or Tablet
• The Screen-Less
Shield System takes
up Less Space on
the Vehicle

BRING EXTRA INTELLIGENCE
TO YOUR FACILITY.

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MAXIMIZED EXPERIENCE

ALL-NEW

INTEGRATION
• GPS Distances and
3D Heat maps of the
Greens
• Get the Exact
Distance to Pin
• Order Food and
Beverage Items
Directly Through the
App

EVENT MANAGEMENT
• Real-Time Leader-board
with Golf Genius and
ViPer Software
• Push Updates,
Announcements, and
Reminders Throughout
the Round
• Compatible with a
Variety of Tournament
Formats

DELIVER THE MESSAGE
• Customize and Send
Announcements Around
your Course
• Generate Revenue with
Advertisements and
Videos
• Food and Beverage
Reminders
• 2-Way Messaging
Capabilities

CRYSTAL CLEAR

DISPLAY
• 7” or 10.1” Ultra-Bright
Touchscreen Display”
• 5 Different Themed
Screen Options
• Enhanced HD Hole
Graphics and 3D
Flyovers
www.ezgo.com

TECHNOLOGY REVOLUTIONIZING
THE WAY TO PLAY.

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SHIELD PLUS™ SHIELD™ 7 7EX 10EX

MANAGEMENT & GEOFENCING
Real-Time Equipment Location and Travel History • • • • • Geofencing and Alerts • • • • •
Speed Zone Alerts • • • • •
Car Shutdown - • • • •
Automatically Scheduled Vehicle Lockdown - • • • •
Equipment Utilization Data • • • • •
Real-Time Pace-of-Play Monitoring / Reporting - • • • • Remote Vehicle and Staging Lockdown - • • • •
Customizable Pace Schedules - • • • •

TASK MANAGEMENT
Custom Activity Zones • - - - -
Target Completion Times • - - - -
Work Efficiency Reports • - - - -

SUPPORT
Extended Warranty & Service • • • • •
Built-in Internal Battery • • • • •
Automatic Software Updates • • • • •

ON-COURSE COMMUNICATION & MESSAGING
4G LTE Capabilities • • • • •
On-Cart Pace Status and Automatic Golfer Warnings - - • • • Distances to Front/Center/Back of Green - - • • •
Custom Staging Screens - - • • •
Multi-Media Advertising - - • • •
Two-Way Real-Time Messaging with Golfers - - • • •

ENHANCED GOLFER EXPERIENCE
High Resolution, Weather-Proof, Touch-Screen - - 7” 7” 10.1” Simple Text-Only Yardage for the Golfer - - • • •
Enhanced HD Hole Graphics - - - • •
On-Screen Pro Tips - - - • •
Digital Scorecard - - - • •
Yardage to Pin - - - • •
Pin Placement Rotation Schedules - - - • •
Distances to Marked Hazards - - - • •
Interactive Touch-Screen Distances
to Golfer Selected Points - - - • •
3D Hole Flyovers with Full-Screen HD Video - - - • •
Food & Beverage Menus and Ordering - - - • •
Optional Tournament Management - - - • •
FM Radio and Music Streaming via Mobile Device - - - • • Weather Warning Alert • • • • •
www.ezgo.com
EQUIPPED FOR:
© 2022 Textron Specialized Vehicles Inc. 80500-G7 (Rev. 01/2022)

GOLF CARS PROFESSIONAL TURF EQUIPMENTUTILITY VEHICLES

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Montebello Golf Course Accepted by _____\i1\_____________ Proposal
Montebello Golf Course
September 15, 2022

RXV ELITE
5-YEAR BATTERY WARRANTY ZERO MAINTENANCE BATTERIES ADVANCED INTELLIBRAKE

TECHNOLOGY

SAMSUNG SDI LITHIUM

BATTERIES

UNBEATABLE ENERGY

EFFICIENCY LOWEST COST OF OPERATIONS
Body Color Platinum 46
Standard Seat Grey 46
Hole-in-One 18 x 8.50 - 8 (4 Ply Rated) - (Set of 4) 46 Spoke, Silver (Set of 4) 46
Fender Scuff Guard 46
USB Port 46
Light World Charger, ELiTE (3 m [10 ft] Cord) 46
Sand Bottle (Single) 92
Message Holder 46
Sun Canopy, 54" Black 46
Windshield, Fold Down 46
Custom Logo/Decals 46
Parts Package 1
Freight 46

STANDARD FEATURES

ACCESSORIES

Page 303 of 1037 ends

Montebello Golf Course Accepted by _____\i1\_____________ Proposal
Montebello Golf Course
September 15, 2022
PACE SHIELD (60 MO)

REAL-TIME VEHICLE DATA BUILT-IN INTERNAL BATTERY AUTOMATIC SOFTWARE

UPDATES

GEOFENCING & ALERTS REMOTE VEHICLE & STAGING

LOCKDOWN VEHICLE TRAVEL HISTORY

STANDARD FEATURES

ACCESSORIES

Page 304 of 1037 ends

Montebello Golf Course Accepted by _____\i1\_____________ Proposal
Montebello Golf Course
September 15, 2022

PROGRAM DETAILS

SPECIAL CONSIDERATIONS
E-Z-GO Division of Textron Inc.

Contract Number: R210201
October 1, 2021 through September 30, 2024
Option to renew for two (2) additional one-year periods through September 30, 2026 City of Montebello Member ID: 1028523
E-Z-GO will pick up current TXT vehicles (any quantity) at no charge in conjunction that the City of Montebello signs deal for new vehicles when club re-  YEAR MODEL PAYMENT TERM QTY UNIT PRICE UNIT TOTAL
2024 RXV ELiTE Net 30 46 $8,360.16 $384,567.28
2024 Pace Shield (60 Mo) Net 30 46 $1,056.00 $48,576.00 TOTAL UNIT AMOUNT $433,143.28

TRADE VALUATIONS (CASH PURCHASE)

YEAR MANUFACTURER MODEL QTY UNIT TRADE AMOUNT TOTAL TRADE VALUE 2019 E-Z-GO TXT 35 $2,200.00 $77,000.00

NET DOWN AMOUNT
PAYABLE NET AMOUNT $433,143.28
CASH BACK $77,000.00
 YEAR MODEL QTY TERM + Balloon CAR/MONTH TOTAL MONTHLY PRICE 2024 RXV ELiTE 46 60 Month +
$1.00 $168.50 $7,751.00
2024 Pace Shield (60 Mo) 46 60 Month +
$1.00 $21.27 $978.51
MONTHLY AMOUNT $8,729.51

TRADE VALUATIONS (LEASE)

YEAR MANUFACTURER MODEL QTY UNIT TRADE AMOUNT TOTAL TRADE VALUE 2019 E-Z-GO TXT 35 $2,200.00 $77,000.00

NET DOWN AMOUNT
CASH BACK $77,000.00

NUMBER OF PAYMENTS PER

YEAR PAYMENT MONTHS DELIVERY FIRST PAYMENT
12 January - December November/December 2023 1 month after delivery

CAPITAL LEASE

CASH PURCHASE

Page 305 of 1037 ends

opens in late 2023 / early 2024.

Lead time is roughly 10 - 12 months out.

While it’s our intent to hold this pricing, the pricing shown is subject to change due to factors that are beyond the control of E-Z-GO. Final interest rates and pricing will be determined 90 days prior to delivery.

E-Z-GO at its discretion reserves the right to offer an early fleet roll option. To receive an early roll, Montebello Golf Course must enter into a new lease or purchase agreement with E-Z-GO and the existing lease must be current and in good standing. E-Z-GO and the existing lease must be current and in good standing NOTE: All goods ordered in error by the Customer or goods the Customer wishes to return are subject to a restock fee. The restock fee is 3% of the original invoice value of the goods. Prices quoted above are those currently in effect and are guaranteed subject to acceptance within 45 days of the date of this proposal. Applicable state taxes, local taxes, and insurance are not included. Lease rates may change if alternate financing is required. Payment schedule(s) does not include any finance, documentation,or initiation fees that may be included with the first payment.

All lease cars and trades must be in running condition and a fleet inspection will be performed prior to pick up. It is the club's responsibility to either repair damages noted or pay for the repairs to be completed. All electric cars must have a working charger. All pricing and trade values are contingent upon management approval. Any change to the accessory list must be obtained in writing at least 45 days prior to production date.

Montebello Golf Course E-Z-GO
Accepted by: \s1\ Accepted by: \s2\ Title: \t1\ Title: Territory Sales Manager Date: \d1\ Date: \d2\

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Limited Warranty Terms and Conditions – RXV and TXT ELiTE Fleet Vehicles Textron Specialized Vehicles Inc. (“Company”) provides that any new Model Year 2021 E-Z-GO RXV Fleet and TXT Fleet Elite electric vehicle (Vehicles factory equipped with a lithium battery pack) (the “Vehicles”) and/or the battery charger for the Vehicle’s lithium battery pack purchased from the Company, a Company affiliate, or an authorized Company dealer or distributor, or leased from a leasing company approved by the Company, shall be free from defects in material or workmanship under normal use and service (the “Limited Warranty”). This Limited Warranty with respect only to parts and labor is extended to the Original Retail Purchaser or the Original Retail Lessee (“Purchaser”) for defects reported to the Company no later than the following warranty periods for the Vehicle parts and components set forth below (the “Warranty Period”):

Part or Component Warranty Period

FRAME - WORKMANSHIP LIFETIME
SUSPENSION - Steering Gearbox, steering column, shocks and leaf springs 4 Years MAJOR ELECTRONICS – Electric motor, solid state speed controller 4 Years LITHIUM BATTERY SYSTEM – Battery pack, battery management system, battery charger, and charger receptacle 5 Years PEDAL GROUP - Pedal assemblies, and motor brake 4 Years SEATS - Seat bottom, seat back and hip restraints 3 Years CANOPY SYSTEM - Canopy and canopy struts 4 Years
POWERTRAIN – Electric axle 3 Years
BODY GROUP – Front and rear cowls, side panels and instrument panel 3 Years OTHER ELECTRICAL COMPONENTS – Solenoid, limit switches, DC/DC converter, F&R switch, charger cord, wiring harness
3 Years
ALL REMAINING COMPONENTS - All options and accessories supplied by E-Z-GO at time of delivery, and all components not specified elsewhere
2 Years
INITIAL ADJUSTMENTS – Initial alignment, adjustments, fastener tightening 90 days The Warranty Period for all parts and components of the Vehicle other than Lithium Batteries shall commence on the date of delivery to the Purchaser’s location or the date on which the Vehicle is placed in Purchaser-requested storage. The Warranty Period for Lithium Batteries shall commence on the earliest of the following dates:
• of Vehicle delivery to the Purchaser’s location,
• on which the Vehicle is placed in Purchaser- requested storage or • that is sixty (60) days from the date of sale or lease of the Vehicle by the Company to an authorized Company dealer or distributor.

Parts repaired or replaced under this Limited Warranty are warranted for the remainder of the length of the original Warranty Period. This Limited Warranty applies only to the Purchaser and not to any subsequent purchaser or lessee without the prior written approval from the Director of the Company’s Customer Care / Warranty Department.

EXCLUSIONS: Specifically EXCLUDED from this Limited Warranty are:
• routine maintenance items, normal wear and tear, cosmetic deterioration or electrical components damaged as a result of fluctuations in electric current;
• damage to or deterioration of a Vehicle, part or battery charger resulting from an accident or collision, or from the neglect, abuse, or inadequate maintenance of the Vehicles;
• damage resulting from installation or use of parts or accessories not approved by Company, including but not limited to subsequent failures of the Vehicle, other parts or the battery charger due to the installation and/or use of parts and accessories not approved by Company;
• warranty repairs performed by someone other than a Company branch or an authorized and qualified Dealer designee. Warranty repairs performed by someone other than a Company branch or an authorized and qualified Dealer or designee shall void the Limited Warranty; • damage or loss resulting from acts of nature, vandalism, theft, war or other events over which Company has no control; • any and all expenses incurred in transporting the Vehicle to and from the Company or an authorized and qualified Dealer, distributor or designee for warranty service or in performing field warranty service; and • any and all expenses, fees or duties incurred relative to inbound freight, importation, or customs.

THIS LIMITED WARRANTY MAY BE VOIDED OR LIMITED AT THE SOLE DISCRETION OF COMPANY IF THE VEHICLE AND/OR BATTERY CHARGER:
• shows indications that routine maintenance was not performed in accordance with the Owner’s Manual provided with the Vehicle, including but not limited to rotation of fleet, proper tire inflation, and lack of charging. • shows indications that non-recommended lubricants were applied to the Vehicle and any part thereof; • shows indications that the speed governor was adjusted or modified to permit the Vehicle to operate beyond Company specifications; • shows indications that it has been altered or modified in any way from Company specifications, including but not limited to alterations to the speed braking system, electrical system, passenger capacity or seating; • has been altered to be used or operated outside of Company approved applications, specified environments or performance conditions; • is equipped with tires not expressly approved by Company for use with the Vehicles; • lacks an adequate number of operating battery chargers, or uses unapproved battery chargers for the Vehicle or uses extension cords with battery chargers;
• shows indication that the battery charger has been modified to charged vehicles not approved for the charger; • has electrical accessories that are not manufactured or sold by the Company for use with the Vehicle or any electrical energy consuming devices installed directly to the battery pack;
• shows indications that the battery pack was disassembled, opened, or tampered with in any way; • shows indications that attempts may have been made to intentionally reduce the battery pack life; • contain lithium battery packs that are not paired with the battery management system as supplied by the Company;

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Storage and Operation Limitations Condition Time Allowed STORAGE BETWEEN CHARGE CYCLES 3 months
STORAGE BETWEEN -22°F (-30°C) AND -4°F (-20°C) STORAGE ONLY – NO CHARGING OR DISCHARGING OF BATTERY PACK 1 month OPERATION OF VEHICLE BELOW -4°F (-20°C) OR ABOVE 140°F (60°C) NOT ALLOWED USE OF NON-APPROVED PARTS AND ACCESSORIES: THIS LIMITED WARRANTY SHALL NOT APPLY TO ANY PROPERTY DAMAGE OR ADDITIONAL ENERGY

CONSUMPTION ARISING FROM OR RELATED TO PARTS OR ACCESSORIES NOT MANUFACTURED OR EXPRESSLY AUTHORIZED BY THE COMPANY, OR WHICH WERE

NOT INSTALLED BY THE COMPANY, ITS DEALERS OR DISTRIBUTORS, INCLUDING BUT NOT LIMITED TO GPS SYSTEMS, COOLING AND HEATING SYSTEMS,

COMMUNICATION SYSTEMS, INFORMATION SYSTEMS, OR OTHER FORMS OF ENERGY CONSUMING DEVICES WIRED DIRECTLY OR INDIRECTLY TO THE VEHICLE BATTERIES.

REMEDY : Purchaser’s sole and exclusive remedy under this Limited Warranty in the event of a defect in material or workmanship in the Vehicle, any part or component, or battery charger during the applicable Warranty Period is that Company will, at its sole option, repair or replace any defective parts. For such warranty repairs or replacements, the Company may, at its discretion, provide factory reconditioned parts or new components from alternate suppliers. All replaced parts become the sole property of the Company. This exclusive remedy will not be deemed to have failed of its essential purpose so long as the Company has made reasonable efforts to repair or replace the defective parts.

DISCLAIMER: THIS LIMITED WARRANTY IS THE SOLE AND EXCLUSIVE WARRANTY PROVIDED FOR THE VEHICLES AND BATTERY CHARGER AND IS MADE IN LIEU OF

ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, ALL SUCH OTHER WARRANTIES BEING EXPLICITLY DISCLAIMED.

LIABILITY LIMITATIONS: IN NO CASE SHALL THE COMPANY BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE OR CONSEQUENTIAL DAMAGES, INCLUDING BUT

NOT LIMITED TO DEATH, PERSONAL INJURY OR PROPERTY DAMAGE ARISING FROM OR RELATED TO ANY ALLEGED FAILURE IN A VEHICLE OR BATTERY CHARGER,

OR ANY DAMAGE OR LOSS TO THE PURCHASER OR ANY THIRD PARTY FOR LOST TIME, INCONVENIENCE OR ANY ECONOMIC LOSS, WHETHER OR NOT THE COMPANY WAS APPRISED OF THE FORSEEABILITY OF SUCH DAMAGES OR LOSSES. ANY LEGAL CLAIM OR ACTION ARISING THAT ALLEGES BREACH OF WARRANTY MUST BE BROUGHT WITHIN THREE (3) MONTHS FROM THE DATE THE WARRANTY CLAIM ARISES. THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE. SOME STATES DO NOT ALLOW THE EXCLUSION OF INCIDENTAL DAMAGES OR LIMITATIONS ON HOW

LONG AN IMPLIED WARRANTY MAY LAST, SO THE ABOVE EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU WARNING: ANY MODIFICATION OR CHANGE TO THE VEHICLE OR BATTERY CHARGER WHICH ALTERS THE WEIGHT DISTRIBUTION OR STABILITY OF THE VEHICLE, INCREASES THE VEHICLE’S SPEED, OR ALTERS THE OUTPUT OF THE BATTERY CHARGER BEYOND FACTORY SPECIFICATIONS, CAN RESULT IN PROPERTY DAMAGE, PERSONAL INJURY OR DEATH. DONOTMAKEANYSUCHMODIFICATIONSORCHANGES . SUCH MODIFICATIONS OR CHANGES WILL VOID THIS LIMITED WARRANTY.

THE COMPANY DISCLAIMS RESPONSIBILITY FOR ANY SUCH MODIFICATIONS, CHANGES OR ALTERATIONS WHICH WOULD ADVERSELY IMPACT THE SAFE OPERATION OF THE VEHICLE OR BATTERY CHARGER.

LITHIUM BATTERY WARRANTY LIMITATIONS, CONDITIONS AND EXCEPTIONS:
• Claims for battery replacement require specific testing, as specified by Company’s Customer Care / Warranty Department. The Company, or an authorized Company dealer or distributor, should be contacted to obtain a copy of the required tests. • IF IT IS DETERMINED THAT PARTS OR ACCESSORIES WERE INSTALLED DIRECTLY TO THE VEHICLE’S BATTERY PACK WITHOUT THE COMPANY’S EXPRESS WRITTEN APPROVAL, THEN THE WARRANTY FOR THE BATTERY PACK AND THE BATTERY MANAGEMENT SYSTEM SHALL BE VOID. • ALL NON-FACTORY INSTALLED ACCESSORIES REQUIRE THE INSTALLATION AND USE OF A COMPANY APPROVED DC TO DC CONVERTER THAT USES ENERGY FROM ALL BATTERIES.
• Electric Vehicle storage facilities must provide the following:
• ample electrical power to charge all Vehicles and allow the charger to shut off automatically; • battery chargers must each have an independent dedicated 15 amp circuit; • each battery charger must be connected to its circuit with at minimum a NEMA 15-5R three-pin receptacle; • one (1) functional charger for each Vehicle in the fleet with a proper electrical supply as specified above; and • BATTERY CHARGERS MUST BE THE COMPANY APPROVED CHARGERS FOR LITHIUM BATTERY PACK VEHICLES.

OTHER COMPANY RIGHTS:
• Company may perform semi-annual vehicle inspections (directly or through assigned Company representatives) through the term of any fleet lease. • Company may improve, modify or change the design of any Company vehicle, part or battery charger without being responsible to modify previously manufactured vehicles, parts or battery chargers.
• Company may audit and inspect the Purchaser’s facility, maintenance records and its Vehicles prior to approving any warranty claim; furthermore, Company may use a third party to perform such audit or inspection of the Purchaser’s storage facilities, and/or batteries. • THE WARRANTY FOR ALL VEHICLES IN A FLEET SHALL BE VOIDED IF DATA SUBMITTED FOR AN INDIVIDUAL VEHICLE WARRANTY CLAIM CONTAINS FALSE OR MISLEADING INFORMATION.

AUTHORITY: No Company employee, dealer, distributor or representative, or any other person, has any authority to bind Company to any modifications of the terms and conditions of this Limited Warranty without the express written approval from the Director of the Company’s Customer Care / Warranty Department FOR FURTHER INFORMATION, CALL 1-800-774-3946, GO TO EZGO.TXTSV.COM, OR WRITE TO TSV DIVISION OF TEXTRON INC., ATTENTION:

TSV CUSTOMER CARE / WARRANTY DEPARTMENT, 1451 MARVIN GRIFFIN ROAD, AUGUSTA, GEORGIA 30906 USA.

TSV P/N 646534G21

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Region 4 Education Service Center (ESC)
Contract # R210201
for
Golf, Utility and Hospitality Carts
with
E-Z-GO Division of Textron Inc.

Effective: October 1, 2021

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The following documents comprise the executed contract between the Region 4 Education Service Center and E-Z-GO Division of Textron Inc. effective October 1, 2021:

I. V
endor Contract and Signature Form
II. Supplier’s Response to the RFP, incorporated by reference

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CONT
RACT
1 APPENDIX A

CONTRACT
This Contract (“Contract”) is made as of __________, 202X by and between E-Z-GO Division of Textron I
nc (“Contractor”) and Region 4 Education Service Center (“Region 4 ESC”) for the purchase of Golf, Utility and Hospitality Carts(“the products and services”).

RECITALS
WHEREAS, Region 4 ESC issued Request for Proposals Number R210201_ for _Golf, Utility and Hospitality Carts_ (“RFP”), to which Contractor provided a response (“Proposal”); and W
HEREAS, Region 4 ESC se lected Contractor’s Proposal and wishes to engage Contractor i n providing the services/materials described in the RFP and Proposal; WHEREAS, both parties agree and understand the following pages will constitute the Contract between the Contractor and Region 4 ESC, having its principal place of business at 7145 West Tidwell Road, Houston, TX 77092.

WHEREAS, Contractor included, in writing, any required exceptions or deviations from these terms, conditions, and specifications; and it is further understood that, if agreed to by Region 4 ESC, said exceptions or deviations are incorporated into the Contract.

WHEREAS, this Contract consists of the provisions set forth below, including provisions of all attachments referenced herein. In the event of a conflict between the provisions set forth below and those contained in any attachment, the provisions set forth below shall control.

WHEREAS, the Contract will provide that any state and local governmental entities, public and private primary, secondary and higher education entities, non-profit entities, and agencies for the public benefit (“Public Agencies”) may purchase products and services at prices indicated in the Contract upon the Public Agency’s registration with OMNIA Partners. 1) Term of agreement. The term of the Contract is for a period of three (3) years unless terminated, canceled or extended as otherwise provided herein. Region 4 ESC shall have the right to renew the Contract for two (2) additional one-year periods or portions thereof. Region 4 ESC shall review the Contract prior to the renewal date and notify the Contractor of Region 4 ESC’s intent renew the Contract. Contractor may elect not to renew by providing three hundred sixty-five days’ (365) notice to Region 4 ESC. Notwithstanding the expiration of the initial term or any subsequent term or all renewal options, Region 4 ESC and Contractor may mutually agree to extend the term of this Agreement. Contractor acknowledges and understands Region 4 ESC is under no obligation whatsoever to extend the term of this Agreement.
2) Scope: Contractor shall perform all duties, responsibilities and obligations, set forth in this agreement, and described in the RFP, incorporated herein by reference as though fully set forth herein.
3) Form of Contract. The form of Contract shall be the RFP, the Offeror’s proposal and Best and Final Offer(s).

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NTRACT
2 4) Order of Precedence. In the event of a conflict in the provisions of the Contract as accepted by Region 4 ESC, the following order of precedence shall prevail:
i. This Contract
ii. Offeror’s Best and Final Offer
iii. Offeror’s proposal
iv. RFP and any addenda
5) Commencement of Work. The Contractor is cautioned not to commence any billable work or provide any material or service under this Contract until Contractor receives a purchase order for such work or is otherwise directed to do so in writing by Region 4 ESC. 6) Entire Agreement (Parol evidence). The Contract, as specified above, represents the final written expression of agreement. All agreements are contained herein and no other agreements or representations that materially alter it are acceptable. 7) Assignment of Contract. No assignment of Contract may be made without the prior written approval of Region 4 ESC. Contractor is required to notify Region 4 ESC when any material change in operations is made (i.e. bankruptcy, change of ownership, merger, etc.). 8) Novation. If Contractor sells or transfers all assets or the entire portion of the assets used to perform this Contract, a successor in interest must guarantee to perform all obligations under this Contract. Region 4 ESC reserves the right to accept or reject any new party. A ch ange
of
name agreement will not change the contractual obligations of Contractor. 9) Contract Alterations. No alterations to the terms of this Contract shall be valid or binding unless authorized and signed by Region 4 ESC.
10) Adding Authorized Distributors/Dealers. Contractor is prohibited from authorizing additional distributors or dealers, other than those identified at the time of submitting their proposal, to sell under the Contract without notification and prior written approval from Region 4 ESC.

Contractor must notify Region 4 ESC each time it wishes to add an authorized distributor or dealer. Purchase orders and payment can only be made to the Contractor unless otherwise approved by Region 4 ESC. Pricing provided to members by added distributors or dealers must also be less than or equal to the Contractor’s pricing. 11) TERMINATION OF CONTRACT
a) Cancellation for Non-Performance or Contractor Deficiency. Region 4 ESC may terminate the Contract if purchase volume is determined to be low volume in any 12 -month period.

Region 4 ESC reserves the right to cancel the whole or any part of this Contract due t o f
ailure by Contractor to carry out any obligation, term or condition of the contract. Region 4 ESC may issue a written deficiency notice to Contractor for acting or failing to act in any of the following:
i. Providing material that does not meet the specifications of the Contract; ii. Providing work or material was not awarded under the Contract; iii. Failing to adequately perform the services set forth in the scope of work and specifications;
iv. Failing to complete required work or furnish required materials within a reasonable amount of time;

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NTRACT
3 v. Failing to make progress in performance of the Contract or giving Region 4 ESC reason to believe Contractor will not or cannot perform the requirements of the Contract; or
vi. Performing work or providing services under the Contract prior to receivi ng an
aut
horized purchase order.

U
pon receipt of a written deficiency notice, Contractor shall have ten (10) days to provide a satisfactory response to Region 4 ESC. Failure to adequately address all issues of concern may result in Contract cancellation. Upon cancellation under this paragraph, all goods, materials, work, documents, data and reports prepared by Contractor under the Contract shall immediately become the property of Region 4 ESC. b) Termination for Cause. If, for any reason, Contractor fails to fulfill its obligation in a timely manner, or Contractor violates any of the covenants, agreements, or stipulations of this Contract Region 4 ESC reserves the right to terminate the Contract immediately and
pur
sue all other applicable remedies afforded by law. Such termination shall be effective by delivery of notice, to the Contractor, specifying the effective date of termination. In such event, all documents, data, studies, surveys, drawings, maps, models and reports prepared by Contractor will become the property of the Region 4 ESC. If such event does occur, Contractor will be entitled to receive just and equitable compensation for the satisfactory work completed on such documents.
c) Delivery/Service Failures. Failure to deliver goods or services within the time specified, or within a reasonable time period as interpreted by the purchasing agent or failure to make replacements or corrections of rejected articles/services when so requested shall constitute grounds for the Contract to be terminated. In the event Region 4 ESC must purchase in an open market, Contractor agrees to reimburse Region 4 ESC, within a reasonable time period, for all expenses incurred.
d) Force Majeure. If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be
s
uspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch.

The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the United States or the State of Texas or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty. e) Standard Cancellation. Region 4 ESC may cancel this Contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will ceas e
f
ollowing completion of final purchase order.
12) Licenses. Contractor shall maintain in current status all federal, state and local licenses, bonds and permits required for the operation of the business conducted by Contractor. Contractor

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NTRACT
4 shall remain fully informed of and in compliance with all ordinances and regulations pertaining to the lawful provision of services under the Contract. Region 4 ESC reserves the right to stop work and/or cancel the Contract if Contractor’s license(s) expire, lapse, are suspended or terminated.
13) Survival Clause . All applicable software license agreements, warranties or servi ce agreements that are entered into between Contractor and Region 4 ESC under the terms and conditions of the Contract shall survive the expiration or termination of the Contract. A ll
P
urchase Orders issued and accepted by Contractor shall survive expiration or termination of the Contract.
14) Delivery. Conforming product shall be shipped within 7 days of receipt of Purchase Order. If delivery is not or cannot be made within this time period, the Contractor must receive authorization for the delayed delivery. The order may be canceled if the estimated shippi ng t
ime is not acceptable. All deliveries shall be freight prepaid, F.O.B. Destination and shall be included in all pricing offered unless otherwise clearly stated in writing. 15) Inspection & Acceptance. If def ective or incorrect material is delivered, Region 4 ESC may make the determination to return the material to the Contractor at no cost to Region 4 ESC.

The Contractor agrees to pay all shipping costs for the return shipment. Contractor shall be responsible for arranging the return of the defective or incorrect material. 16) Payments. Payment shall be made after satisfactory performance, in accordance with all provisions thereof, and upon receipt of a properly completed invoice. 17) Price Adjustments. Should it become necessary or proper during the term of this Contract to make any change in design or any alterations that will increase price, Region 4 ESC must be notified immediately. Price increases must be approved by Region 4 ESC and no payment for additional materials or services, beyond the amount stipulated in the Contract shall be paid without prior approval. All price increases must be supported by manufacturer documentation, or a formal cost justification letter. Contractor must honor previous prices for thirty (30) days after approval and written notification from Region 4 ESC. It is the Contractor’s responsibility to keep all pricing up to date and on file with Region 4 ESC. All price changes must be provided to Region 4 ESC, using the same format as was provided and accepted in the Contractor’s proposal.

Price reductions may be offered at any time during Contract. Special, time-limited reductions are permissible under the following conditions: 1) reduction is available to all users equally; 2) reduction is for a specific period, normally not less than thirty (30) days; and 3) original price is not exceeded after the time-limit. Contractor shall offer Region 4 ESC any published price reduction during the Contract term.
18) Audit Rights. Contractor shall, at its sole expense, maintain appropriate due diligence of all purchases made by Region 4 ESC and any entity that utilizes this Contract. Region 4 ESC reserves the right to audit the accounting for a period of three (3) years from the time such purchases are made. This audit right shall survive termination of this Agreement for a period of one (1) year from the effective date of termination. Region 4 ESC shall have the authority to conduct random audits of Contractor’s pricing at Region 4 ESC's sole cost and expense.

Notwithstanding the foregoing, in the event that Region 4 ESC is made aware of any pricing being offered that is materially inconsistent with the pricing under this agreement, Regi on 4
E
SC shall have the ability to conduct an extensive audit of Contractor’s pricing at Contractor’s

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CO
NTRACT
5 sole cost and expense. Region 4 ESC may conduct the audit internally or may engage a third- party auditing firm. In the event of an audit, the requested materials shall be provided in the format and at the location designated by Region 4 ESC.
19) Discontinued Products. If a product or model is discontinued by the manufacturer, Contractor may substitute a new product or model if the replacement product meets or exceeds the specifications and performance of the discontinued model and if the discount is the same or greater than the discontinued model.
20) New Products/Services. New products and/or services that meet the scope of work may be added to the Contract. Pricing shall be equivalent to the percentage discount for other products. Contractor may replace or add product lines if the line is replacing or supplementing products, is equal or superior to the original products, is discounted similarly or greater than the original discount, and if the products meet the requirements of the Contract. No products and/or services may be added to avoid competitive procurement requirements. Region 4 ESC may require additions to be submitted with documentation from Members demonstrating an interest in, or a potential requirement for, the new product or service. Region 4 ESC may reject any additions without cause.
21) Options. Optional equipment for products under Contract may be added to the Contract at the time they become available under the following conditions: 1) the option is priced at a di
scount similar to other options; 2) the option is an enhancement to the unit that improves performance or reliability.
22) Warranty Conditions. All supplies, equipment and services shall include manufacturer's minimum standard warranty and one (1) year labor warranty unless otherwise agreed to in writing.
23) Site Cleanup. Contractor shall clean up and remove all debris and rubbish resulting from their work as required or directed. Upon completion of the work, the premises shall be left in good repair and an orderly, neat, clean, safe and unobstructed condition. 24) Site Preparation. Contractor shall not begin a project for which the site has not been prepared, unless Contractor does the preparation work at no cost, or until Region 4 ESC includes the cost of site preparation in a purchase order. Site preparation includes, but is not limited to:
moving furniture, installing wiring for networks or power, and similar pre- installation r
equirements.
25) Registered Sex Offender Restrictions. For work to be pe rformed at schools, Contractor agrees no employee or employee of a subcontractor who has been adjudicated to be a registered sex offender will perform work at any time when students are or are reasonably expected to be present. Contractor agrees a violation of this condition shall be considered a material breach and may result in the cancellation of the purchase order at Region 4 ESC’s discretion. Contractor must identify any additional costs associated with compliance of this term. If no costs are specified, compliance with this term will be provided at no additional charge.
26) Safety measures. Contractor shall take all reasonable precautions for the safety of employees on the worksite and shall erect and properly maintain all necessary safeguards for protection of
workers and the public. Contractor shall post warning signs against all hazards created by its operation and work in progress. Proper precautions shall be taken pursuant to state law

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NTRACT
6 and standard practices to protect workers, general public and existing structures from injury or damage.
27) Smoking. Persons working under the Contract shall adhere to local smoking policies.

Smoking will only be permitted in posted areas or off premises. 28) Stored materials. Upon prior written agreement between the Contr actor and Region 4 ESC, payment may be made for materials not incorporated in the work but delivered and suitably stored at the site or some other location, for installation at a later date. An inventory of the stored materials must be provided to Region 4 ESC prior to payment. Such materials must be stored and protected in a secure location and be insured for their full value by the Contractor against loss and damage. Contractor agrees to provide proof of coverage and additionally insured upon request. Additionally, if stored offsite, the materials must also be clearly identified as property of Region 4 ESC and be separated from other materials. Region 4 ESC must be allowed reasonable opportunity to inspect and take inventory of stored materials, on or offsite, as necessary. Until final acceptance by Region 4 ESC, it shall be the Contractor's responsibility to protect all materials and equipment. Contractor warrants and guarantees that title for all work, materials and equipment shall pass to Region 4 ESC upon final acceptance. 29) Funding Out Clause. A Contract for the acquisition, including lease, of real or personal property is a commitment of Region 4 ESC’s current revenue only. Region 4 ESC retains the right to terminate the Contract at the expiration of each budget period during the term of the Contract and is conditioned on a best effort attempt by Region 4 ESC to obtain appropriate funds for payment of the contract.
30) Indemnity. Contractor shall protect, indemnify, and hold harmless both Region 4 ESC and its administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the Contractor, Contractor employees or subcontractors in the preparation of the solicitation and the later execution of the Contract.

Any litigation involving either Region 4 ESC, its administrators and employees and agents will be in Harris County, Texas.
31) Marketing. Contractor agrees to allow Region 4 ESC to use their name and logo within website, marketing materials and advertisement. Any use of Region 4 ESC name and logo or any form of publicity, inclusive of press releases, regarding this Contract by Contractor must have prior approval from Region 4 ESC.
32) Certificates of Insurance. Certificates of insurance shall be delivered to the Region 4 ESC prior to commencement of work. The Contractor shall give Region 4 ESC a minimum of ten (10) day
s’ notice prior to any modifications or cancellation of policies. The Contractor shall require all subcontractors performing any work to maintain coverage as specified. 33) Legal Obligations. It is Contractor’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services and shall comply with all laws while fulfilling the Contract. Applicable laws and regulation must be followed even if not specifically identified herein.

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OFFER AND CONTRACT SIGNATURE FORM
The undersigned hereby offers and, if awarded, agrees to furnish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing.

Company Name
Address
City/State/Zip
Telephone No.

Email Address
Printed Name
Title
Authorized signature
Accepted by Region 4 ESC:

Contract No. ______________
I n i t i a l C o n t r a c t T e r m t o

Region 4 ESC Authorized Board Member Date

Print Name

Region 4 ESC Authorized Board Member Date

Print Name

E-Z-GO Division of Textron Inc.
1451 Marvin Griffin Rd
Augusta, GA 30906
401-457-2327
[email protected]
Maryellen Williams
Contracts Administrator
R210201
October 1, 2021 September 30, 2024
Margaret S. Bass
Linda Tinnerman
6/29/2021
6/29/2021

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Appendix B

TERMS & CONDITIONS ACCEPTANCE FORM
Signature on the Offer and Contract Signature form certifies complete acceptance of the terms and conditions in this solicitation and draft Contract except as noted below with proposed substitute language (additional pages may be attached, if necessary). The provisions of the RFP cannot be modified without the express written approval of Region 4 ESC. If a proposal is returned with modifications to the draft Contract provisions that are not expressly approved in writing by Region 4 ESC, the Contract provisions contained in the RFP shall prevail.

Check one of the following responses:

Offeror takes no exceptions to the terms and conditions of the RFP and draft Contract. (Note: If none are listed below, it is understood that no exceptions/deviations are taken.) Offeror takes the following exceptions to the RFP and draft Contract. All exceptions must be clearly explained, reference the corresponding term to which Offeror is taking exception and clearly state any proposed modified language, proposed additional terms to the RFP and draft Contract must be included:
(Note: Unacceptable exceptions may remove Offeror’s proposal from consideration for award. Region 4 ESC shall be the sole judge on the acceptance of exceptions an d
m
odifications and the decision shall be final.

If an offer is made with modifications to the contract provisions that are not expressly approved in writing, the contract provisions contained in the RFP shall prevail.) Section/Page Term, Condition, or
Specification
Exception/Proposed Modification Accepted
(For Region 4
ESC’s use)
14/4

'D\V'HOLYHU\
$GGLWLRQDO6HUYLFHV
7 days should be switched to 6-8 weeks
Notwithstanding the foregoing, the parties agree that
Offeror may, at time of quote, issue an additional fee of up-to three hundred and fifty (350) United States
Dollars for set-up and local delivery. Exact amount will depend on the specific order and destination. When
applicable, Region 4 ESC shall include such additional
fee in the Purchase Order.

X
Agreed
Agreed

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ITEM # 15

CITY OF MONTEBELLO

CITY COUNCIL AND PUBLIC FINANCING AUTHORITY AGENDA STAFF REPORT

TO:

Honorable Mayor and City Council Members
FROM:

René Bobadilla, City Manager
BY:

Adrianna Kendricks, Director of Transportation
SUBJECT: AWARD A PROFESSIONAL SERVICES AGREEMENT, NO. 4040, TO

UNIVERSAL PROTECTION SERVICE, LP DBA ALLIED UNIVERSAL

SECURITY SERVICES, FOR THE UNARMED TRANSIT SECURITY
GUARD SERVICES REQUEST FOR PROPOSAL NO. 22-7

DATE: November 16, 2022

RECOMMENDATION(S):

It is recommended that the City Council:

1. Award a Professional Services Agreement, No. 40-40 to Universal Protection Service, LP dba Allied Universal Security Services, for a three-year (3-year) term with the option for renewal of up to two (2) additional one-year (1-year) terms, for a total not-to-exceed amount of Two Million, Seven Hundred and Nine Thousand, Two-Hundred and Thirty-Nine Dollars ($2,709,239) over the three-year term; and

2. Authorize the City Manager to take actions necessary to execute and finalize an agreement on behalf of the City of Montebello; and

3. Take such additional, related action that may be desirable.

FISCAL IMPACT:

On October 14, 2021, Allied Universal Security Services (Allied Universal) submitted their best and final value contract pricing of $2,709,239 for a proposed three-year agreement term (or approximately $903,080/year). In the current fiscal year, this project will be funded utilizing Fiscal Year 2022-23 Proposition C 5% Security, Transit Operating Budget – Outside Contracts, and Fire Department – Contract Services Outside Contracts appropriations. Sufficient funds are appropriated in these accounts, therefore a budget

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amendment is not needed to fund the first year cost. Subsequent budgets will be developed utilizing the annual cost and built into the Transit and Fire Departments' budgets.

BACKGROUND/DISCUSSION:

On June 23, 2022, the City of Montebello published RFP No. 22-7 (see Attachment A).

RFP No. 22-7 was developed to provide unarmed, fixed post and mobile security guard services for the City’s public transit system – Montebello Bus Lines (MBL).

Proposers were provided the opportunity to submit questions and concerns, and corresponding answers were published using the City’s online advertising platform, PlanetBids.com. Furthermore, proposers were asked to thoroughly review the requirements for RFP No. 22-7 and submit a completed proposal package including a submission checklist. In addition, it was the proposer’s responsibility to review and acknowledge all publicly announced addendums, then craft their scope of service following such changes.

All proposals were due Thursday, August 11, 2022. In total, seven (7) proposals were received from the following vendors: Allied Universal, Alltech Industries, Inc., American Global Security, Inc., American Guard Services, Inc., Fast Guard Service, LLC, Inter-Con Security Systems, Inc., and Servexo Protective Services.

ENVIRONMENTAL IMPACT:

N/A

ANALYSIS:

On August 16, 2022, an Evaluation Committee comprised of five (5) raters (Police and Transportation Department) evaluated the seven (7) proposals. Each rater independently reviewed and evaluated each proposal in accordance with the selection process outlined in RFP No. 22-7. Each proposal was rated using the following criteria:

The Evaluation Committee’s total score for each proposal was determined as follows:

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Allied Universal was selected over the competitors based on a review of the qualitative attributes (work plan, quality of proposed personnel, experience and qualifications, and technical approach) presented in their proposal (see Attachment B). Although Allied Universal’s initial proposal was not the lowest service cost, as noted in the table above, Allied Universal presented a more qualified team with extensive transit experience and expertise most advantageous to the City.

Allied Universal provided a unique management plan to address the City’s needs while complying with all the requirements outlined in RFP No. 22-7. The vendor demonstrated extensive transit experience; emphasizing their highly trained staff’s ability in crime prevention and de-escalation techniques, while providing excellent customer service.

Allied Universal also developed a detailed deployment schedule for the project’s security officers and illustrated their proprietary software application system that can be used to monitor, track, and report security officers’ work progress. Lastly, the company referenced several projects completed for transit agencies with an operation structure similar to MBL.

Acknowledging these facts, Allied Universal provided the most comprehensive proposal and demonstrated the credibility required to perform the scope of service requested in RFP No. 22-7.

SUMMARY:

Staff recommends that the City Council award Agreement No. 40-40 (attached hereto in substantial form, see Attachment C), to Allied Universal for a three-year (3-year) term with the option for renewal of up to two (2) additional one-year (1-year) terms, for a total not-to-exceed amount of $2,709,239 (see Attachment D) for the initial three-year term, for Unarmed Transit Security Guard Services; authorize the City Manager to take action necessary to execute and finalize an agreement on behalf of the City; and direct staff to take such additional, and related, actions that may be desirable.

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ATTACHMENT(S)

1. Attachment A – Request for Proposal No. 22-7

2. Attachment B - Proposal: Allied Universal Protection Service, LP

3. Attachment C - Draft Agreement No. 4040

4. Attachment D - Price Sheet

NEXT STEPS:

N/A

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Montebello Bus Lines

City of Montebello

REQUEST FOR PROPOSAL (RFP) No. 22-7

Unarmed Transit Security Guard Services
June 23, 2022

ONLINE PROPOSAL SUBMITTAL ONLY THROUGH PLANET BIDS
NOTE: Updates, changes or addendums to the RFP are posted at:
https://www.planetbids.com

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TABLE OF CONTENT
Section Page(s)
INTRODUCTION 3
COVER LETTER 4
TIMETABLE & SCHEDULE OF EVENTS 5
PROPOSAL SUBMISSION CHECKLIST 6
SECTION 1 - INSTRUCTIONS TO PROPOSERS 8
Proposal Format and Submittal
Examination of Proposal Documents

SECTION 2 - GENERAL TERMS AND CONDITIONS

9-16
Addenda
Clarifications
Discrepancies and Misunderstandings
Withdrawals of Proposal
References
Proposal Signatures
Pre Contractual Expenses
City of Montebello Rights
State Credentials and Taxes
Responsibility for Compliance with Legal Requirements
Confidentiality and Public Record
Joint Offers
Company Personnel
Single Proposal Response
Protest Procedures
Incorporation of Proposal into Agreement
Time of Completion
Payment
Contract Documents
Scope of Contract
Performance of Work
Award of Contract
Point of Contact
Evaluation of Proposals
Proposal Evaluation Criteria

SECTION 3 - OTHER REQUIREMENTS 17-19

Licensing and Permit Requirement
Liquidation Damages
Bond Requirements

SECTION 4 - SCOPE OF WORK 19-30

SECTION 5 - QUALIFICATIONS 31

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SECTION 6 - FORM OF CONTRACT (SAMPLE) 32- 43

SECTION 7 - FORMS AND CERTIFICATIONS 44-46

Letter of Transmittal

EXHIBITS

Exhibit A - Indemnification and Hold Harmless Agreement and Waiver of Subrogation and Contribution
Exhibit B – References
Exhibit C – Insurance
Exhibit D – Cost Proposal Sheet
Exhibit E – Statement of Disadvantaged Business Enterprise Participation Exhibit F – Bidder’s List of Subcontractor (DBE and Non- DBE) Exhibit G – Certification Regarding Debarment, Suspension and Other Responsibility Matters - Primary Covered Transactions
Exhibit H – Performance Guarantee Certification
Exhibit I – Performance Bond
Exhibit J – Irrevocable Standby Letter Of Credit Certificate Exhibit K – Bank Draft

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Introduction/ Background

The City of Montebello ( “City”), Montebello Bus Lines ( “MBL”), is soliciting competitive proposals from fully qual ified and experienced security c ontractors, licensed in the State of California, to provide unarmed, fixed post and mobile security guard services for the City’s transit system. MBL’s top priority is to provide safe and secure public transportation services to City residents and neighboring communities.

As the third-largest municipal bus system in Los Ange les County, MBL proudly serves 4.5 million passengers annually throughout the communities of Alhambra, Bell Gardens, San Gabriel, Boyle Heights, Commerce, Downtown Los Angeles, East Los Angeles, La Mirada, Montebello, Monterey Park, Pico Rivera, Rosemead, South Gate, and Whittier.

MBL’s transit system consists of 35 -40ft buses (including three electric buses); thirty-eight hybrid and twenty-eight Compress Natural Gas (CNG) buses, one 25ft cutaway shuttle, nearly 1,000 bus stops, and 2 transit hubs. The agency provides service to eight fixed routes, the longest of which is 27.2 miles. On any given week the buses are on the road for an average of 810 hours, providing connections to neighboring transit agencies such as METRO, Norwalk Transit, Foothill Transit, and Metrolink.

The awarded contractor (“Contractor”) will work with MBL, the Montebello Police Department (“MPD”), and jurisdictional partners to provide a safe and secure environment for our passengers and bus operators, generate positive customer engagement, and address nuisance behaviors within MBL’s transit system. The Contractor will deploy unarmed transit security guards wearing noticeable uniforms, to patrol the system and engage with passengers; and provide a visible and accessible security presence for MBL’s eight (8) fixed -routes, the Montebello/Co mmerce Metrolink Station, and MBL’s main transportation facility. In additon, the Contractor will be required to comply with Equal Employment Opportunity laws and all applicable federal, state and local laws, and requirements. The City hereby notifies all Contractors/Offerors that the City will affirmatively assure that Disadvantaged Business Enterprises (“DBE”) are afforded full opportunity to participate in the performance of contracts and sub -contracts financed in part or in whole with funding provided under this RFP, and will not be discriminated against on the grounds of race, color, gender, age, or national origin in consideration for an award. Proposals must be submitted in accordance with the conditions outlined in the Request for Proposal (“RFP”) attached hereto.

The City reserves the right to reject any or all proposals, to waive information or irregularities to the extent permitted by law in any proposal received , and to be the sole judge of the merits of the respective proposals received.

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DATE: June 23rd, 2022
ATTENTION: PROSPECTIVE PROPOSERS
SUBJECT: REQUEST FOR PROPOSAL (RFP) NO. 22-7
TITLE: CITY OF MONTEBELLO and MONTEBELLO BUS LINES

UNARMED TRANSIT SECURITY GUARD SERVICES
The City of Montebello (City), Montebello Bus Lines (MBL) , invite proposals from fully qualified and experienced security contractors, licensed in the State of California, to provide unarmed, fixed post and mobile security guard services for the City’s transit system.

The term o f the proposed agreement shall be for three -year term with two one -year term options commencing upon the date of the contract execution between the City and the successful Contractor.

A Pre-Proposal Meeting will be held on Thursday, July 7 , 2022. The meeting will convene at 10:00 AM Pacific Standard Time in the Transportation Building located at 400 South Taylor Avenue, Montebello. A facility walk -thru will follow the meeting. Proposers must abide by all Federal, State, local, and City coronavirus (COVID-19) protective measures (e.g., face coverings) at all times while onsite.

It is highly recommended that all potential proposers (“Proposers”) attend this important meeting. All correspondence, communications, and contact concerning any aspect of this solicitation or offers shall be only with the following person [or his designated representative if applicable] (hereinafter, the “City’s Point of Contact”).

Name: Rohan Anderson
Title: Senior Procurement Analyst
Address: 400 S. Taylor Ave.

Montebello, CA 90640
Telephone: (323) 558-1625 ext.104
E-mail: [email protected]

Only substantive inquiries will receive a response. All subs tantive questions submitted in writing as outlined below will be responded to according to the guidelines contained herein. Responses will be in writing and will be provided to all prospective Proposers and placed on the City ’s website. Responses to questions or comments regarding this RFP provided by any other department, employee, or City department other than the City’s Point of Contact set forth above shall not be considered valid and the City will not be bound by any such comments or responses. Inquiri es received via telephone or orally in- person will not receive a response.

Proposals must be received by Thursday, August 11, 2022, 3:00 PM Pacific Standard Time and submitted in accordance with the instructions contained in this RFP. No exceptions will be granted regardless of reason or circumstances.

All proposals must contain an original signature by an authorized officer of the company.

The successful Proposer will be required to comply with all applicable Equal Opportunity Laws and Regulations. The Cit y hereby notifies all prospective Proposers that the City will require each Proposer

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affirmatively demonstrate that Disadvantaged Business Enterprises are afforded full opportunity to participate in the performance of contracts and sub-contracts financed in part or in whole under this RFP, and will not be discriminated against on the grounds of race, color, gender, age, or national origin in consideration for an award.

The City reserves the right to reject any or all proposals, to accept all or any part of any proposal, to waive any informality or minor irregularities in any proposal received to the extent permitted by law and where such action best serves the interest of the City , and to be the sole judge of the merits of the respective proposal received.

The City and MBL is committed to ensuring that no person is excluded from participation in, or denied the benefits of its programs and/or services on the basis of race, color or national origin in accordance with FTA Circular 4704.1 and Title VI of the Civil Rights Act of 1964, as amended ("Title VI"). In addition to Title VI, NTS also prohibits discrimination based on sex, age or disability.

Any person who believes he or she has been subjected to discrimination under Title VI can file a complaint with MBL. For more information on M BL’s Civil Rights Program, and the procedures to file a complaint, contact:

Name: Lupita Ibarra
Title: Director of Transportation
Address: 400 S. Taylor Ave.

Montebello, CA 90640
Telephone: (323) 558-1625
Fax Number: (323) 887-4643
E-mail: RideMBL.com

You may also contact the Federal Coordination and Compliance Office, Civil Rights Division at the Title VI Hotline: 888-TITLE-06 (888-848-5306) or send a letter to:

U.S. Department of Justice
Civil Rights Division
Federal Coordination and Compliance Section, NWB
950 Pennsylvania Avenue, N.W. Washington, D.C. 20530
More information on Title VI is available from the Justice Department online at www.justice.gov

TIMETABLE & SCHEDULE OF EVENTS
Scheduled Tasks Scheduled Date
Issuance of RFP Thursday June 23th, 2022
Pre-Proposal Meeting Thursday July 7th, 2022
Deadline to Submit Questions Thursday July 14th, 2022, at 3:00 PM PST Responses to Questions Provided Tuesday July 26th, 2022 Deadline to Submit Proposals Thursday August 11th, 2022, at 3:00 PM PST Presentations & Intent to Award Week of August 22nd, 2022

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PROPOSAL SUBMISSION CHECKLIST
This checklist must be completed and returned with the Proposal. Failure to return this checklist may be cause for considering the Proposal non-responsive.

Description Section/
Page
Proposer shall
initial here
1 Proposal Page # 5
2 Letter of Transmittal Page # 44
3 Licensing, Permits, and Certificates Page # 17
4 Indemnification and Hold Harmless Agreement and Waiver of Subrogation and Contribution
Exhibit A
5 References Exhibit B
6 Insurance Exhibit C
7 Cost Proposal Sheet Exhibit D
8 Statement Of Disadvantaged Business Enterprise Participation Exhibit E 9 Bidder’s List of Subcontractor (DBE and Non-DBE) Exhibit F 10 Certification Regarding Debarment, Suspension…. Exhibit G 11 Performance Guarantee Certification Exhibit H
12 Performance Bond Exhibit I
13 Irrevocable Standby Letter Of Credit Certificate Exhibit J 14 Bank Draft Exhibit K

OPTIONAL ITEMS
15 Requests for exceptions or deviations. Page # 8

Company Name:

Name of Proposer initialing document (print):

Email address of Company Contact:

Signature:

Title:

Date:

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SECTION 1 - INSTRUCTIONS TO PROPOSERS

PROPOSAL FORMAT AND SUBMITTAL
Proposals can be submitted via the PlanetBids.com Portal (accessed through the City of Montebello’s official website at http://www.cityofmontebello.com/rfp-bids/bid-opportunities.html) up to the hour of 3:00 p.m. on Thursday, August 11, 2022.

All proposals must contain an original signature by an authorized officer of the company. Proposals received after the above listed date and time will not be considered.

Proposals shall not include a photocopy of the following:
· INSTRUCTIONS TO PROPOSERS,
· QUALIFICATIONS,
· SCOPE OF WORK.

Proposals shall be typed, single -spaced and submitted on 8 1/2“x11” paper. Proposals shall not include any unnecessarily elaborate or promotional material. Proposals may not be modified or corrected after being opened unless an addendum is issued requesting resubmissions. Proposals will not be valid until all information has been verified and Proposers references have been checked. All proposals shall be accompanied by a completed and signed letter of transmittal provided as a part of this RFP.

All requests for exceptions or deviations as a result of this RFP shall be clearly identifiable by a separate section of the Proposer’s submitted proposal for review by the City. It shall be the City’s right to accept or reject any portion of the submitted requests.

Proposals shall be submitted in accordance with the form pre scribed herein. Failure to respond in this manner may render the proposal non -responsive. Unauthorized conditions, limitations, or provisions attached to a Proposal will render the proposal non-conforming and non-responsive and may cause its rejection. The completed proposal shall be without interlineations, alterations, or erasures. Proposer submitting basic conforming proposals may choose to submit alternate proposals as complete and separate offers, if the alternate proposal offers technical or other improvements or modifications, which are to the overall benefit to the City. Any and all alternate proposals must be submitted in writing and included with the original proposal, conforming to the requirements as stated herein. No verbal modifications will be accepted.

Proposal documents shall be deemed to include by reference each and every one of the following:

1. Request for Proposal (RFP)

2. Addenda to RFP

3. Supplements to RFP

4. All other required forms

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EXAMINATION OF PROPOSAL DOCUMENTS
By submitting a proposal, Proposer represents that: (1) Proposer has thoroughly examined and become familiar with the Scope of Work required under this RFP, (2) Proposer comprehends all conditions that may impact the proposal, (3) Proposer has reviewed all addenda, and (3) Proposer is capable of providing the equipment, goods and services necessary to perform the Scope of Work and/or meet the specifications outlined in this RFP, in a manner that meets the City’s objectives. Failure to examine the documents and inform itself shall be at the Proposers’ own risk. A Proposer shall have no claim against the City based upon ignorance of or misunderstanding of the RFP documents. Once the award has been made, failure of a Proposer to have read all of the conditions, instructions and the agreement shall not be cause to alter any term of the agreement nor shall such failure provide valid grounds for a Proposer to withdraw its proposal or to seek additional compensation.

SECTION 2 – GENERAL TERMS AND CONDITIONS

ADDENDA
Any changes made by the City to the requirements in this RFP will be made by written addenda. Any written addenda issued to this RFP shall be incorporated into the terms and conditions of any resulting Agreement. The City will not be bou nd by any modifications to or deviations from the requirements set forth in this RFP as the result of oral instructions. The City reserves the right to revise or withdraw this RFP at any time and for any reason.

CLARIFICATIONS
Should a Proposer require clarifications of this RFP, the Proposer shall notify the contact person identified in this RFP in writing. Should the City, in its sole discretion, determine that the point in question is not clearly and fully set forth; the City will issue a written addendum clarifying the matter. Said addendum shall be posted on the PlanetBids.com web page.

All questions, clarifications or comments must be submitted to or no la ter than 3:00 pm, Thursday, July 14th, 2022. No questions will be answered individually by the City or Transportation Departments.

Requests for clarification, questions and comments must be clearly posted on the PlanetBids Q & A section. The City is not re sponsible for failure to respond to a request that has not been submitted in accordance with this section.

Responses by the City to the clarifications, comments and questions will be communicated via PlanetBids.

Every attempt will be made to provide respon ses to all Proposers in accordance with the procurement schedule for this RFP. Inquiries received after the deadline will not be accepted and will be returned to the sender without a response.

Requests for clarifications and questions should be formatted in the following manner:

1. Section

2. Paragraph number

3. Page number

4. Text of passage being questioned

5. Question

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DISCREPANCIES AND MISUNDERSTANDINGS
Proposing Companies must satisfy themselves by personal examination of any work site, drawings, Scopes of Work and by any other means as they may believe necessary, as to the actual physical conditions, requirements and difficulties under which the work mu st be performed. No Proposing Company shall at any time after submission of the proposal, make any claim or assertion that there was any misunderstanding or lack of information regarding the nature or amount of work necessary for the satisfactory completio n of the job. Any errors, omissions, or discrepancies found in any plans, specifications, or other documents provided, shall be called to the attention of the Buyer and clarified prior to the submission of proposals.

WITHDRAWAL OF PROPOSALS
Proposers may withdraw their proposals in writing, provided that such requests are received by the City prior to the scheduled deadline for Proposal submission or within six months following the scheduled deadline for Proposal submission when no contract has been awarded.

REFERENCES
All reference information requested in this RFP and specified in the form included in this RFP must be submitted with the proposal. Refer to Exhibit B.

At the discretion of the Evaluation Committee, the City may elect to perform site visits at the Proposer’s customer locations. These optional site visits will be in addition to any presentations and/or technical demonstrations. Some or all RFP Evaluation Committee members may travel, at City expense, to sites at which finalist Proposers are performing like services. The purpose of such visits shall be to provide the evaluation team with an increased understanding of the process and assess the Proposer’s implementation and performance.

PROPOSAL SIGNATURES
If an individual makes the proposal it shall be signed and the full name and address of the Proposer shall be given.

If a partnership makes the proposal, it shall be signed with the partnership name, by a member of the partnership who shall sign by name and the name and address of each partner shall be given.

If a corporation prepares the proposal, the name of the corporation shall be provided and signed by two (2) duly authorized Officers and, if available, stamped with the corporate seal, and the names and titles of all officers of the corporation shall be given. If a corporation provides a certified letter stating that one (1) duly authorized officer signature is binding for the corporation, this will suffice to omit the second signature requirement in the proposal. Certified letter is to be included in the proposal accompanied with the Letter of Transmittal.

PRE-CONTRACTUAL EXPENSES
The City will be under no obligation for payment of pre -contractual expenses. Pre-contractual expenses are defined as expenses incurred by Proposer in:
· Preparing the proposal in response to this request.

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· Submitting that proposal to the City.
· Negotiating with the City any matter related to this proposal, and/or · Any other expenses incurred by the Proposer prior to date of award.

CITY OF MONTEBELLO RIGHTS
In its discretion, the City reserves the right to:

1. Reject any and/or all proposals for no reason or any reason including but not limited to the following:
a. The proposal is incomplete, non-responsive, obscure, irregular or lacking necessary detail and specificity.
b. The Proposer, in the sole judgment of the City, lacks the qualifications, experience, and/or responsibility necessary to provide the services.
c. The Proposer failed or neglected to complete and submit any information within the time specified by the City, and as may be otherwise required herein.

2. Reject any proposal that, in the opinion of the City, is so unbalanced in comparison to other proposals received and/or to the City’s internal estimates that it does not accurately reflect the cost to perform.

3. Accept all or any part of a proposal.

4. Cancel the entire RFP;

5. Issue subsequent RFPs;

6. Waive any errors or informalities in any proposal, to the extent permitted by law.

STATE CREDENTIALS AND TAXES
The Proposer shall be appropriately licensed in accordance with the laws of the State of California for the work to be performed. The cost for any required licenses and/or permits shall be the responsibility of the successful Proposer. The successful Proposer is liable for any and all taxes due as a result of the contract.

RESPONSIBILITY FOR COMPLIANCE WITH LEGAL REQUIREMENTS
The Proposer’s products, services, and facilities shall be in full compliance with all applicable Federal, State and local regulations, standards and ordinances, regardless of whether or not they are referred to in the RFP.

CONFIDENTIALITY AND PUBLIC RECORD
All Proposers are hereby put on notice that each proposal received shall become the exclusive property of the City and, unless the City’s prior written agreement to maintain all or part of a proposal confidential as a trade secret is first obtained, each proposal shall be subject to disclosure pursuant to the California Public Records Act and/or the Federal Freedom of Information Act. The City shall not in any way be liable or responsible for the disclosure of any proposals or portions thereof absent such agreement; nor shall such agreement preclude the City from disclosing any Proposal or portion thereof where such disclosure is required by law.

JOINT OFFERS
Where two or more Proposers desire to submit in response to this RFP, they shall do so on a prime -sub Contractor basis rather than as a joint venture. The City intends to contract with a single firm and not with multiple firms doing business as a joint venture. Any proposal submitted on behalf of any form of joint

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venture or partnership between two (2) existing Proposers may be considered collusive and may be rejected as non-responsive.

COMPANY PERSONNEL
It shall be the burden of the successful Proposer to ensure all personnel possesses qualifications and/or experience. All personnel required in performing the services herein shall be secured at the expense of the successful Proposer. Personnel shall not be employees of or have any contractual relationship with the City. Successful Proposer’s personnel shall conduct themselves in a professional manner to all City employees at all times. Rude or discourteous behavior by the successful Pr oposer will not be tolerated and the offense can be justification for termination of contract. All sub-Contractors of successful Proposer shall abide by all the requirements set forth in this section.

SINGLE PROPOSAL RESPONSE
If only one proposal is received in response to this RFP, a detailed cost/price proposal may be requested of the Proposer. A cost or cost and price analysis and evaluation and/or audit of the cost may be performed in order to determine if the price is fair and reasonable. If the City determines a cost analysis is required, Proposer must be prepared to provide, upon request, cost summaries of estimated costs (i.e. labor, equipment, supplies, overhead costs etc.) and documentation supporting all cost elements.

PROTEST PROCEDURES
All protests must be filed in accordance with the following:

1. The protest must be in writing and identify the solicitation (RFP) number.

2. The protest must be submitted by some return receipt method or guarantee of delivery that insures that the protest was received in a timely manner. The City is not responsible for lost or delayed deliverables.

3. The party’s standing to protest must be identified.

4. Identification of the specific provision, law, regulation, specification, procedure or policy violated.

5. A statement of the relief requested.

Protests related to the content of the RFP shall be received no later than ten (10) days prior to the proposal due date; or within five (5) days after proposal opening. If the Protest does not comply with the preceding requirements it may not be evaluated and may be returned to the Protestor.

All protests shall be submitted to the contact person identified in this solicitation. If the solicitation is funded with Federal Transit Administration (FTA) monies, a protest may be filed with the FTA. However, the FTA only accepts protests alleging that a grantee failed to have written protest procedures or did not comply with those procedures or protests that involve a conflict of interest or fraud.

INCORPORATION OF PROPOSAL INTO AGREEMENT
This RFP and the Proposer’s response, including all promises, warranties, commitments and representations made in the successful proposal, shall be binding and incorporated by reference in the City’s contract with the successful Proposer.

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TIME OF COMPLETION
The Contract time shall commence from the date on the Notice to Proceed (NTP) as authorized in writing by the City. The services shall be completed within the time period specified in the Request for Proposal. In case the services under the terms of these provisions and related p rofessional contract shall be necessarily delayed because of strike, injunctions, government controls, or by reasons of any cause or circumstances beyond the control of the successful contractor (the “Contractor”), the time of completion shall be extended by a number of days to be determined in each instance by mutual agreement between the Contractor and MBL.

PAYMENT
A separate invoice, referencing the respective purchase order number, shall be issued in duplicate for each invoice shown in the payment schedule, and addressed to: City of Montebello, Attn: Accounts Payable, 1600 West Beverly Boulevard, Montebello, California, 90640.

Payment will be made within thirty (30) days after acceptance and approval of invoice.

Payment Schedule: Monthly
Provide (1) One invoice monthly.

CONTRACT DOCUMENTS: ORAL CHANGES / CONTRACT TERMINATION Oral Changes: Oral changes and oral change orders are not permitted. All proposed changes must be submitted in writing to, and approved by, MBL prior to becoming a Contract modification.

Contract Termination: MBL may terminate any resulting Contract for convenience at any time by giving the Contractor written notice thereof. Upon termination, MBL shall pay the Contractor his allowable cost incurred to date of termination, and those costs deemed reasonably necessary by MBL to effect such termination, determined in accordance with Part 1 -8.705-1 of the Federal Procurement Regulations (41CFR 1 -8) or other applicable portion(s) of said Regulations. In addition, MBL shall pay the Contractor a percentage of the project, which relates to Contract work accomplished to date of termination. The effective date of termination shall be the date of Notice of Termination.

In the event the Contractor breaches the terms or violates the conditions of the Contract, and does not within ten days, thereafter, cure such breach of violation, MBL may immediately terminate the Contract for default. The Contractor shall be liable for any and all costs incurred by MBL as a result of such default.

SCOPE OF CONTRACT
The Contractor shall provide all services necessary as per the Scope of Work described in this Request for Proposal.

PERFORMANCE OF WORK
It is the intent of these specifications to provide only services of the highest quality. The cost to be quoted and submitted shall include all items of service and any other costs necessary to fully complete the work pursuant to the provisions. It is the aim of these specifications that the Contractor provide complete services

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of the type prescribed. Any items omitted from such specifica tions which are clearly necessary for the completion of such services shall be considered a portion of such services, although not directly specified or called for in these specifications. No advantage shall be taken by the Contractor in the omission of any detail which goes to make the services complete, even though such detail is not mentioned in these specifications.

AWARD OF CONTRACT
The agreement resulting from this RFP (the “Agreement”) will be awarded to the responsive and responsible Proposer whose proposal, conforming to the requirements of the RFP, is determined to be the most advantageous (“Best Value” as described in the Federal Transit Administration Circular 4220.1F) to the City, based on the Evaluation Criteria. No agreement sha ll exist until the City C ouncil or the City Manager has awarded the Agreement and it has been mutually executed. The City reserves the right to:
(a) Accept all or any part of a proposal;
(b) Reject any or all proposals for any reason;
(c) Waive any informality or minor errors to the extent permitted by law; (d) Award the Agreement as the interest of the City may require; (e) Cancel the entire RFP; or
(f) Issue subsequent RFPs.

An Evaluation Committee comprised of MBL staff, in accordance with the Proposal Evaluation Criteria set forth in Evaluation Criteria section of this RFP, will evaluate all the proposals. During the evaluation period, the City may interview some or all the proposing firms. Proposers should be aware; however, that award may be made without interviews or further discussions.

The City may negotiate contract terms with the selected Proposer prior to award, and expressly reserves the right to negotiate with several Proposers simultaneously and, thereafter, to award a contract to the Proposer offering the most favorable terms to the City. However, negotiations may or may not be conducted with Proposers; therefore, the proposal submitted should contain the most favorable terms and conditions, since the selection and award may be made without discussion with any Proposer.

No agreement shall exist until the City Council or City Manager has awarded the Agreement and it has been mutually executed. The City reserves the right to reject any and all proposals for any reason, to waive any informality or minor errors as determined by the City in any proposal and to award the Agreement as the best interests of the City may require. The award, if any, may be made by the City within ninety (90) calendar days after the opening of the proposals.

Point of Contact
This RFP is issued by the City, and the Senior Procurement Analyst will be the sole point of contact (“Point of Contact”) during the RFP submission and procurement process. Communications initiated by respondents to this RFP with members of the City Council, or officers, personnel or employees of the City, other than as coordinated by the Point of Contact, may be grounds for disqualification. Any inquiries or requests during this submission or procurement process shall be submitted in writing to the following Point of Contact:

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City of Montebello Transportation Department
Attention: Rohan Anderson,
Senior Procurement Analyst
400 South Taylor Ave.

Montebello, CA 90640
(323) 558-1625 ext. 104
Email: [email protected]

If the Point of Contact determines a response to any such inquiry is warranted, said response will be issued to all prospective Proposers via PlanetBids.com

EVALUATION OF PROPOSALS
MBL uses a selection process in whi ch proposals contain both price and qualitative components, and award is based upon a combination of price and qualitative considerations. Qualitative considerations may include experience and qualifications, technical approach, quality of proposed personn el, and/or management plan. The award selection is based upon consideration of a combination of technical and price factors to determine the offer deemed most advantageous to MBL.

An evaluation committee will be appointed to review all proposals. The committee will be comprised of MBL staff. Committee members will initially evaluate each proposal using the pass or fail criteria identified herein. Proposers who pass this first stage of testing will progress to the next step in the evaluation.

On the completion of the initial Pass/Fail review, the committee will evaluate proposals using the two - step process. Technical proposals will be reviewed and scored first without consideration fo r price. The committee will then open the cost and price proposals and evaluate and score them accordingly. During the technical evaluation, the committee, at its sole discretion may contact any or all the Proposers with specific questions or requests for clarification. After both the technical and cost/price proposals have been evaluated and scored, the committee will arrive at a “comprehensive proposal score” for each proposal.

A list of top -ranked proposals within a competitive range will be developed ba sed upon the total comprehensive scores provided by committee members. At this time, the committee may decide that the evaluation process is complete and submit a final recommendation to the Director of Transportation.

If the committee determined it to be necessary, it may then conduct interviews and negotiations with short-listed Proposers. As no other interview dates are available. Proposers who are unable to attend their interview as scheduled may be eliminated from further participation. The interview may consist of a short presentation by the Proposer after which MBL may ask questions and/or request clarification related to any element of a proposal and its qualifications. MBL may also enter negotiations with the Proposer.

At the conclusion of interviews and negotiations, the evaluation committee may choose to proceed using one of the following processes:

The committee may find it necessary to re -score the proposals in light of information gained during the interviews and negotiations process. The propos als will be scored in the same manner as the original proposals.

The committee may ask the Proposers to consider the dialog of negotiations and revise their proposals. A deadline will be set for submission of the revised proposals. If a Proposer is unable to meet the deadline

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or chooses not to revise its proposal, its existing proposal will be rescored along with revised proposals in the same manner as the original proposals.

Proposers remaining within the competitive range may be asked to submit a Best and Final Offer (BAFO).

In the BAFO request, the Proposers may be asked to provide additional information, confirm or clarify issues and submit a final cost/price offer. A deadline for submission will be stipulated. The BAFO’s will be scored in the same manner as the original proposals.

After the BAFO’s are evaluated and scored, the evaluation committee may recommend a proposal with the highest final ranking or a short list of top ranked proposals within the competitive range whose offers(s) are the most advantageous to MBL.

MBL will evaluate the offers based on the following criteria: Pass/Fail Criteria · Proposer has demonstrated the ability to meet the insurance requirements described in the Agreement. Proof of ability, for example a sample certificate with another agency, or a statement that proposer can meet the insurance requirements in the RFP should be attached to proposal. (P/F)
· Proposer has demonstrated at least five (5) years of transit security service experience. (P/F) · Proposer has demonstrated previ ous experience working for or with public agencies, transit entities, or corporations on security project. (P/F)
If the Proposer does not meet any of the criteria mentioned above, their proposal may not be considered for evaluation:

EVALUATION CRITERIA
Award will be made to the Offeror whose proposal offers the best value to the City. Proposals that meet the pass/ fail criteria now will be evaluated in accordance with the following criteria:

Qualitative Considerations
The Proposer’s qualitative proposal will be evaluated on the basis of the following factors, each having the weighted value set forth below:

1 Project Management Plan
The proposal shall contain a detailed explanation of the project and not a reiteration of the RFP itself. The information offered should be a compendium of the Proposer’s knowledge of the standards outlined in the Scope of Work. 20 points
2 Proposed Project Team
Qualifications and experienc e of managemen t and staff and other personnel; comprehensiveness of plan and team’s familiarity with the provision of Security Services.
10 points
3 Qualifications and Experience
Demonstrate experience completing security services projects of the same or similar magnitude. Presentation of a catalog of transit security experience and expertise most advantageous to the City.

15 points

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4 Technical Approach
Understanding of the RFP requirements and i llustrating the ability to meet performance objectives, compliance with all technical and administrative requirements, financial viability, accounting, and reporting. 30 points
TOTAL 75 points

Price Considerations
The Price proposals will be evaluated as follows:
5 Price
The Proposer’s Price proposal will be compared to the proposal with the Best Value to the City. The best value responsive price will receive the total weighted value for this criterion.
25 points
TOTAL 25 points

All other Price proposals will be scored as follows:

Proposer Price Score = Best Price proposal x 25 (Total Points Available for Price Evaluation).

SECTION 3 - OTHER REQUIREMENTS

LICENSING AND PERMITS
The Contractor shall be licensed , bonded, and experienced in performing the services described in the Scope of Work and shall provide evidence of current licensing and permits as required by local, State, and Federal regulations in providing such services including, but not limited to, a Californ ia Private Patrol Operator’s License issued by the Department of Consumer Affairs.

The Contractor and its employee shall possess all license s, registrations and permits required by the California Department of Consumer Affairs, Bureau of Security and Investigative Services. The contractor is responsible for ensuring that any Security Guard working at a n MBL site is properly licensed under California law.

Contractor’s security guards shall be registered and have a valid guard registered card in their possession while on duty. Guard registration guard shall be presented to MBL upon request. If a guard is unable to present his/her guard registration card upon demand, he/she shall be reli eved from duty and the contractor shall provide a security guard who has appropriate credentials in his/her possession.

LIQUIDATION DAMAGES

MBL commits to working cooperatively with the Contractor to resolve personnel and Contract performance challenges as they may arise, however, certain proven contractual violations may result in the assessment of liquidated damages at MBL’s discretion.

Whenever assessed, the Contractor will provide a credit letter in the amount specified to be applied to a subsequent invoice. Each such credit letter will include information concerning the date, time and nature

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of the violation(s), the amount assessed for each and the total amount credited. Failure to comply with any aspect of the Scope of Work may result in a credit to MBL of $250 per violation.

BOND REQUIREMENTS

Bid Guarantee
The Contractors shall furnish a bid guarantee in the form of a bid bond, or certified treasurer’s or cashier’s check issued by a responsible bank or trust company, made payable to the City. The amount of s uch guaranty shall be equal to 10% of the first year bid price.

In submitting this bid, it is understood and agreed by the Contractor that the City reserves the right to reject any and all bids, or part of any bid, and it is agreed that the Bid may not be withdrawn for a period of (90) days subsequent to the opening of bids, without the written consent of City.

It is also understood and agreed that if the undersigned bidder should withdraw any part or all of his bid within (90) days after the bid opening without the written consent of the City, or refuse or b e unable to enter into an agreement as provided above, or refuse or be unable to furnish adequate and acceptable Performance and Payment Bonds, or refuse or be unable to furnish adequate and acceptable insurance, as provided above, it shall forfeit its bid guarantee to the extent City’s damages occasioned by such withdrawal, or refusal, or inability to enter into an agreement, or provide adequate security thereof.

It is further understood and agreed that to the extent the defaulting Contractor's bid guarantee shall prove inadequate to fully recompense the City for the damages occasioned by default, then the undersigned Contractor agrees to indemnify the City and pay over to the City the difference between the bid guarantee and City’s total damages so as to make City whole.

The undersigned understands that any material alteration of any of the above or any of the material contained herein, other than that requested will render the bid unresponsive (Exhibit H. Performance Bid Guarantee). A copy of the bid bond can be submitted via the PlanetBids.com Portal.

Performance Guarantee

A Performance Guarantee in the amount of 100% of the Agreement first year value is required by the City to ensure faithful performance of the Agreement. Either a Performance Bond or an Irrevocable Standby Letter of Credit shall be provided by the Contractor and shall remain in full force for the term of the Agreement.

The successful Contractor shall certify that it will provide the requisite Performance Guarantee to the City within ten (10) business days from Agreement execution (Exhibit I. Performance Bond). The City requires all Performance Bonds to be provided by a fully qualified surety company acceptable to the City and listed as a company currently authorized under 31 C.F.R. part 22 as possessing a Certificate of Authority as described hereunder. The City may require additional performance bond protection when the contract price is increased. The increase in protection shall generally equal 100 percent of the increase in the contract price. The City may secure additional protection by directing the Contractor to increase the amount of the existing bond or to obtain an additional bond.

If the Contractor chooses to provide a Letter of Credit as its Performance Guarantee, the City shall furnish with its bid, certification that an Irrevocable Standby Letter of Credit will be furnished should the Bidder become the successful Contractor. The Contractor shall also provide a statement from the banking

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institution certifying that an Irrevocable Standby Letter of Credit for the action will be provided if the Contract is awarded to the Bidder. The Irrevocable Stand-By Letter of Credit will only be accepted by the City if:

1. A bank in good standing issues it. The City will not accept a Letter of Credit from an entity other than a bank.

2. It is in writing and signed by the issuing bank.

3. It conspicuously states that it is an irrevocable, non-transferable, “standby” Letter of Credit.

4. The City is identified as the Beneficiary.

5. It is in an amount equal to 100% of the Contract first year value. This amount must be in U.S. dollars.

6. The effective date of the Letter of Credit is the same as the effective date of the Contract.

7. The expiration date of the Letter of Credit coincides with the term of this Agreement.

8. It indicates that it is being issued in order to support the obligation of the Contractor to perform under the Contract. It must specifica lly reference the Contract between the City and the Contractor the work stipulated herein.

The issuing bank’s obligation to pay will arise upon the presentation of the original Letter of Credit and a certificate and draft (similar to the attac hed forms contained in Exhibit J . Irrevocable Stand-By Letter of Credit Certificate and Exhibit K. Bank Draft) to the issuing bank’s representative at a location and time to be determined by the parties. This documentation will indicate that the Contractor is in default under the Contract.

SECTION 4 – SCOPE OF WORK
The City, through MBL, is soliciting competitive proposals from fully qual ified and experienced security Contractors, licensed in the State of California, to provide unarmed, fixed post and mobile security guard services for the City’s transit system. The purpose of these services is to patrol the system and engage with passengers; and provide a visible and accessible security presence for MBL’s eight (8) fixed -routes, the Montebello/Commerce Metrolink Station, and MBL’s main transportation facility. With oversight and support provided by MBL and the Montebello Police Department (“MPD”), the Contractor shall deploy security officers to perform the services, outlined in the Scope of Work, for a three-year term with the option for renewal of up to two (2) additional one-year (1-year) terms.

The selected Contractor shall furnish all insurance, licenses, permits, supervision, equipment, uniforms, transportation, labor, benefit and taxes throughout the term of the agreement. The Contractor will adhere to all applicable State of California, Los Angeles County, and City rules and regulations. In addition, the City will suggest and provide policy direction that ensures all passengers arrive at their destination safely.

The security Contractor will assist in the creation and implementation of safe practices.

Project Overview
As MBL strives to increase its se curity profile, staff recommended that the City adopt a hybrid security deployment strategy that utili zes contracted security with oversight and support from the MPD. The security Contractor will be properly trained, supervised, and have a performance metrics that will allow both MBL and MPD to manage their activities. This approach will expand MBL’s secur ity presence and create an environment that gives passengers and bus operators a peace of mind as they ride within our transit system. MBL has adopted a hybrid security deployment strategy.

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The contracted security must be able to assess a situation quickl y and take appropriate action, without hesitation, within their scope of authority. They must be capable of de-escalating most any situation and help to resolve conflicts that arise between customers, as well as between customers and Bus Operators.

They must be able to work cooperatively and effectively with their assigned partners, MBL Dispatch and Field Supervisors, M PD Transit Liaison Police Officer s and other law enforcement personnel within the jurisdiction the buses are being operated.

During operation and non -business hours, the contracted s ecurity personnel must remain vigilant and attentive, assist in monitoring CCTV systems , and providing foot patrols on their assigned bus route or post in order to control access, prevent or detect crime an d respond to incidents as appropriate .

Contractor employees assigned to MBL must be of the highest professional quality, well -trained and experienced in all relevant security, first aid and terrorism awareness concepts and able to provide excellent, attentive compassionate and unbiased customer and security service at all times.

Contractor Responsibilities
The Contractor will provide all services, locations, hours and staffing described herein, subject to prior MBL approval. Contractor agrees that the sched ules set forth in a staffing plan may be changed at any time, without any penalty to MBL, provided MBL provides at least seven (7) business days’ notice of the change.

Contractor will provide and manage Security Officers and Security Supervisors for all shifts in accordance with this Scope of Work and the Post Orders.

Contractor will assign mobile Security Supervisors to conduct frequent Post Inspections each week, two (2) per night at each post (Transit main facility, Metrolink station, transit centers and of the on-duty Transit Security Liaison Officer teams) all during hours of darkness and at random times. The Supervisor will conduct these inspections and document and report them in the manner MBL approves. The Superv isor will observe and document relevant aspects of the security officer’s appearance, status and performance as MBL specifies and correct any deficiencies observed.

All contracted security personnel will receive training in and are required to know, understand and adhere to relevant MBL written policies and procedures such as those prohibiting workplace violence and sexual or other forms of harassment.

Transit Security Manager
The Transit Security Manager (TSM) primary functions are:
 Act on behalf of the Contractor on all matters related to the Agreement.  Report to and coordinate with City Representative(s) on a monthly basis.  Maintain an effective quality control and complaint resolution system.  Respond to Contract discrepancy reports on an as-needed basis.  Establish operational procedures in consultation with City Representative(s).  Develop post orders as needed in conjunction with City policy.  Meet with City designated City representative on a regular basis.  Ensure compliance with contractual staffing, training, and equipment requirements.

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The position is the primary “Point of C ontact” for the contracted security. The assigned will report to Transportation Operation Manager or designee . TSM must be knowledgeable about and adhere to Contractor’s standards regarding safety and ensure compliance of subordinates through regular reviews and inspections.

Security Supervisor Responsibilities
Security Supervisor Personnel
Location: Transit System
The Transit Security Supervisor’s (TSS) primary functions are:
 Respond to on -site incidents involving subordinates or respond to requests from the City Representative(s) within one (1) hour following an occurrence/ request.  Conduct on-site supervision, inspection, and guidance to on-duty security officers.  Assure proper assignment and relief coverage. Notify the City Representative(s) of uncovered posts immediately and be prepared to step in.
 Review, correct, and approve subordinates’ logs and reports.  Maintain knowledge of City operational areas, facilities, and property as well as adjoining areas.

Apply security expertise to issues that arise and propose best-practices and solutions to TSM, MBL Operation Manager, MPD Transit Liaison Police Officer, City Representatives, and on-site security officers.
 Support TSM’s efforts to deliver high quality security services.  Ensure subordinates’ compliance to all terms of the Contract, post orders, and City policy, rules, and regulations.
 Provide detailed written results of investigations at the request of the City Representative.

The Transit Security Supervisors are working supervisors. They perform the same duties as the security officers they supervise, in addition to supervising and coordinating the activities of their respective teams, providing training, reviewing and approving all reports, logs and other documents their team members produce, consulting regularly with MBL Security Management and attending monthly supervisor meetings with the TSM.

Security Officers (Transit Security Liaisons) Responsibilities Facility Security Personnel
Location: 400 South Taylor Ave, Montebello, CA 90640
The Security Officers’ primary functions are:
• Excellent customer service
• Access control
• Foot patrol of assigned property(s)
• Accurate documentation of bus ingress and egress
• Boarding and inspecting buses entering the properties from regular service • Producing accurate and legible reports, logs and other documents • All in full accordance with the Scope of Work and Post Orders

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The Transit Security Liaisons (TSL) must remain professional, courteous and attentive at all times, be able to observe and accurately assess activities within and around their assigned properties and provide accurate and timely reporting when and as appropriate.

Metrolink Station and Tiny Homes Security Personnel
Location: 2000 Flotilla Street, Montebello, CA 90640
The Security Officers’ primary functions are:
• Provide trained and qualified unarmed security personnel to secure and protect the Metrolink Station, and the Tiny Homes site against fire, theft, accidents, safety hazards, damages, and trespass.
• Ensure the safety and security of the Metrolink Station patrons, the Tiny Homes participants and staff, and surrounding neighbors.
• Open/Close security gate to park-and-ride lot as needed. • Patrol the Metrolink Station, the external perimeter of the Tiny Homes site, and the surrounding vicinity on a continuous basis.
• Observe any criminal activity, fire, the threat to property or person, unusual activity or hazardous conditions at the Metrolink Station and the Tiny Homes site; and promptly report and take appropriate action. Immediately notify the appropriate law enforcement agency, fire department and/or medical aid provider as required.
• Maintain a professional and personable demeanor at all times while on duty – including, but not limited to, demonstrating discipline, integrity, accountability, and excellent appearance. • Periodically inspect all exits and respond to alarms indicating unauthorized use. • Require Security Contractor personnel to enforce City and security Contractor security policies, procedures and orders.
• For information not known to the security personnel, the expectation is that they will document questions from Metrolink Station patrons, and Tiny Home s participants and staff to ensure that information is received by City staff for appropriate follow-up. • Other assignments that may arise, on an as needed basis, and agreed upon by both parties in writing.

The TSL will be deployed 24/7 to increase the security presence at the Metrolink Station while monitoring the Tiny Homes external perimeter. This will strengthen the safety and security of the Metrolink Station patrons, the Tiny Homes participants and staff, and surrounding neighbors.

Transit System Security Personnel
Location: MBL Fixed-Route Transit System
The Security Officers’ primary functions are:
 TSLs are specialized security officers with a strong emphasis on safety who patrol the MBL system by riding buses, inspecting bus stops and zones for security concerns and providing foot patrols, all in full accordance with the Scope of Work and Post Orders.  TSLs function as contracted security officers first and second customer service personnel. Their primary responsibilities are to ensure the safety of all internal and external stakeholders, assist in

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developing security strategies for transportation operations, and utilize technology and equipment to implement security measures. Typically TSLs spend a majorit y of their shift patrolling and addressing security-related challenges that interfere with transit operations.  TSLs are highly -trained security officers with safeguard professional appearance and demeanor which helps to deter/prevent most Customer Code of Conduct-related challenges. However, they provide excellent customer service by welcoming customers to the system and educating customers and potential customers about the Customer Code of Conduct.  TSLs will not issue citations or other written warnings, and may never have to make a citizen’s arrest. They use excellent customer service, conflict resolution and de -escalation techniques to resolve disputes in an amicable manner that supports the Bus Operators, MBL Field Supervisors, contracted policing team and other public safety personnel and which encourages a welcoming and secure atmosphere for MBL’s customers, potential customers and employees. This requires familiarity and experience working with the diverse community MBL serves, including seniors, students, persons with disabilities (physical and intellectual) and non -English speakers (half of MBL customers primarily speak Spanish).

Initial Contract Deliverables
Upon receipt of a Notice to Proceed, the Contractor will:

Where applicable, commit to working cooperatively with the incumbent Contractor and MPD to ensure a smooth, seamless and uninterrupted transition of MBL’s security activities.

Post Orders
• Deliver first draft Post Orders, specific to each site and function, to Transportation Operation Manager or designee within three (3) business days
• Deliver final draft Post Orders to MBL’s Director of Transportation or designee within three (3) days of request for revision
• Deliver approved Post Orders to supervisors for each site and train to them. The sup ervisors are then responsible for training their teams and ensuring all assigned team members follow and periodically review the Post Orders, signing off on their review once per MBL fiscal quarter or whenever MBL or Contractor amends them
Final MBL-approved Post Orders are incorporated by reference and will become part of the Contract. Post Order information will include, but is not limited to:
• General safety and operational procedures
• Emergency procedures (including contact lists)
• Incorporate findings and recommendations from MBL’s recent security study: Threat and Vulnerability Assessment Report, Security Program Plan, and Security Program Implementation Table
• Daily activity and incident report procedures and forms • Patrol procedures
• Equipment operation
• Communications procedures
• Dress and grooming standards

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• Training procedures and requirements
• Photographs, maps and diagrams of each facility
• MBL policies including those describing Active Shooter response and prohibiting • Workplace Violence and Various Forms of Harassment
Patrol Plans
Deliver a proposed Patrol Plan for all sites within three (3) business days that includes, but is not limited to:
• The use of an approved electronic patrol management system (EPMS) • The approved EPMS will use smartphone/tablet technology to track and document security officer and supervisor movements, activities and observations throughout their shifts • Patrol methodologies
• Patrol documentation and reporting
• Paper report form templates for use in the event of EPMS failure Proposed Uniform Designs and Equipment
• Deliver images and descriptions of proposed uniforms and equipment within three (3) business days
• TSL uniforms should be consistent regardless of assignment; the officers should be interchangeable in the event there is dire operation need on one post verses another. • TSL uniforms should include Contractor and MBL logos, at minimum:
o Baseball cap (with MBL and Contractor logo), Heavy jacket (embroidered shoulder patches and badge), Windbreaker (embroidered shoulder patches and badge), Rain gear, Approved traffic control vest, Long and short sleeved shirts (No polos, embroidered shoulder patches and badge), Trousers (511 -type for TSLs), Black socks, Black leather shoes or boots (no sneakers).

TSL equipment should include, at minimum:
o Flashlight and batteries or charger (high power, LED-type), Black handcuffs, Black pepper Spray, Black leather basket weave flashlight holder, Black leather basket weave dress belt, Black leather basket weave Sam Browne belt with silver buckle, At least four black leather basket weave belt keepers (snap or Velcro), Name plate of MBL-approved design, Keys (if any) with black leather, basket weave, sound restricting key holder, All other non -lethal equipment which the Contractor determines to be necessary to the successful performance of services.
• TSL additional equipment should include:

Collapsible baton with black basket weave holder, Pepper gel with black basket weave holder, Black basket weave radio holster compatible with MBL -issued/or approved portab le radio, all other equipment which the Contractor determines to be necessary to the successful performance of services
o TSS and TSM additional equipment
o Silver metal sergeant stripes for jacket, windbreaker and shirt collars (Uniforms should clearly differentiate title/rank from subordinates)

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Personnel and Training Documentation:

Deliver to MBL’s Transportation Operation Manager or designee within three (3) business days a complete, current, digital personnel portfolio that includes a dossier for each employee assigned to the contract (including the Transit Security Administrator/Project Manager and any subordinate managers).

Each digital employee dossier will include:
• A color image of the employee’s face and their full legal name and date of birth • A copy of their resume
• Scans of all applicable identification and certification cards, front and back • Their assigned supervisor, post and schedule
• A background investigation and training log attesting that the employee met all background requirements and restrictions and successfully completed all required training as set forth in the Contract
Contractor will provide a new or updated digital dossier for each employee within three (3) business days whenever an employee’s information changes or when Contractor removes personnel from or adds personnel to the Contract.

Prior to assigning any new employee to a permanent position with the Contract, Contract or will provide the candidate’s resume for MBL’s Transportation Operation Manager or designee review, accompany the candidate to an interview with the Transportation Operation Manager and, once MBL approves, provide at least twenty-four (24) hours of on-the-job training with the Site Supervisor at Contractor’s expense.

Personnel
Contractor Responsible for Personnel:

Contractor will provide the number of trained and qualified personnel necessary to fully staff all posts for all locations, programs and hours for which this Contract requires Security Officer Services.

All Security Officers must be direct employees of the Contractor. Hiring, training, payment of wages and benefits, uniforms, equipment, supervision, management, transportation costs, direction and discharge of Security Officers will be the Contractor’s responsibility. The accurate withholding of federal, state and local taxes and payment of all wages will be the Contractor’s responsibility.

Contractor is responsible for complying with all required federal, state and local employment and wage laws and regulations.

The Contractor will provide relief for Security Officers for authorized rest and meal breaks and all approved time off.
• Removal without Cause
MBL may request that Contractor remove any Secu rity Officer or Supervisor from performing Services under this Contract at any time it desires for any reason. Contractor will remove and replace personnel within three (3) business days when MBL so requests under this section. • Removal with Cause
Contractor will remove and replace a contractor employee within thirty (30) minutes of MBL request for any cause or condition that, in MBL’s opinion, renders the employee incapable of

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performing their duties. Examples include but are not limited to: Sleeping on dut y, altered consciousness or any physical, psychological or emotional condition that renders the employee unfit to perform their duties as required.
• Augmentation of Workforce
If MBL temporarily increases the number of Security Officers or Supervisors required to fulfill this Contract, MBL’s cost will be based on the billing rates set forth in the current Contract year. • Qualified Employees
Personnel the Contractor hires for, or assigns to, this Contract will possess the following skills and abilities:
o The ability to speak, read, write, understand and properly use written and electronic documents composed in English
o The ability to understand and follow various rules, procedures, regulations, guidelines and instructions
o Must be a citizen of the United Sta tes of America, or an alien who has been lawfully admitted for permanent residence as evidenced by an Alien Registration Receipt Card for 1-151, or other evidence from the Immigrations and Naturalization Service that the candidate is able to work legally in the United States
o The minimum qualifications required for the position for which employed, to include a certification from the Department of Consumer Affairs, Bureau of Security and Investigative Services (BSIS) as described in Business and Professions C ode Section 7583.7. MBL may require proof of such qualifications at any time from any Contractor employee or from the Contractor
o Be at least twenty-one (21) years of age. MBL may waive this requirement for honorably- discharged veterans of military service
o Possess and maintain a valid First Aid/CPR/AED certification The following persons are not qualified to work as Contractor employees at MBL:
o Persons with felony convictions, ever, or violent misdemeanor conviction(s) within the past ten years
o Persons currently on probation or parole for any offense o Persons against whom a Court has issued a current temporary or permanent restraining or protective order
o Security Officers removed with or without cause at any time during this Agreement o Any person who does not possess the required certifications or training specified in this Agreement.

Should, in MBL’s opinion, any employee prove unqualified for the position to which they are assigned, Contractor will remove such employee and provide a replacement within thirty (30) minutes of MBL’s request at no additional cost to MBL. MBL will not pay for any service provided by Contractor’s employees who do not meet the qualifications set forth herein.

 Training Requirements:
o The Contractor will require all employees to have c urrent Guard Cards and First Aid/CPR/AED cards in their possession and to successfully complete “Stop the Bleed” training from certified trainers. Contractor will require all employees assigned as TLSs and

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TSSs to have current baton, handcuff, and pepper gel cards in their possession. Contractor will provide electronic scans of any required card renewals within three (3) business days of the renewal, as part of an employee’s updated dossier o Within five (5) days of the Effective Date; the Contractor, Transportation Operation Manager, and MPD Transit Liaison Police Officer will meet to develop written training plans and implement a new -hire and annual refresher training program. Contractor will have five (5) days to complete the training plan for final MBL approval and three (3) weeks to complete all new hire training
o Prior to assignment at any MBL site, all Contractor employees will complete an MBL Security Orientation Course. Training will include, but is not limited to: Transportation Security Administration -mandated training for Security -Sensitive employees, MBL - specific topics related to safety, security, customer service, emergency management, transit operations, workplace violence and harassment prevention, Active Shooter awareness and tours of the sites to which the Contractor will assign the employees o Ongoing Training: The Contractor shall provide ongoing training to security officers after their initial security post training as necessary to ensure top level service. The Contractor shall explain in detail their programs of ongoing training, including new material updates, and any extension courses offered.
o Mandatory ongoing training provided by the MPD will also be required by all security officers assigned to the City of Montebello – Montebello Bus Lin es properties, on a quarterly and/or as needed basis. Trainings provided by the M PD will be held at MBL’s main transportation facility.

Contractor will provide additional training to employees assigned as TSLs and TSSs with additional training specific to public transportation security including, but not limited to:

• Transit Security Basics
· Terrorism awareness
· Fare inspection
· Foot patrol techniques
· Special events
· Protests and demonstrations
· Emergency preparedness
· Radio, Telephone and Written communications
· Accident reporting
· Adjacent transportation modes
· Evacuations
· Revenue vehicle operations
· Delays/Service disruptions
· Crisis communication/De-escalation
· FTA drug and alcohol policy and procedures

• Transit Operations Rules and Regulations
· Bus operations overview and definitions
· Bus equipment familiarization

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Through the assistance MPD , MBL will provide all employees assigned as TSLs and TSSs with additional training specific to MBL including, but not limited to:
 TSL and TSS roles and responsibilities
 System security
 System safety
 Bus orientation
 Bus stop and shelter inspections
 Radio and Telephone procedures
 Basic office equipment usage
 MBL computer access and usage
 MBL email access and usage (where applicable)
 Internet access and policies
 MBL access card usage and restrictions
 Customer service
 Routes and fare structure
 Customer Code of Conduct
 Public and media relations
 MPD Transit Enforcement Detail (TED)
 Conflict avoidance and resolution
 Field Supervisor and TED ride-along
 Supervised bus ride-along
MBL will pr ovide all Transit Security Supervisor (TSS) with training specific to MBL including, but not limited to:
 Location and routes to all MBL facilities
 MBL forms use
 Radio and Telephone procedures
 Identified security vulnerabilities and alarm response procedures  Proper phone and radio usage procedures
 New officer orientation
 Proper inventory control
 CCTV and alarm monitoring procedures and alarm response duties  Emergency contact procedures
Through the assistance MPD, MBL will provide all Transit Security Supervisor (TSS – assigned to the Fixed- Route Transit System) with training specific to MBL including, but not limited to:
• Assigning, supervising and reporting on all TSL team activities • Providing daily reports to MBL’s Transportation Operation Manager or designee

Ongoing Training Requirements: The Contractor is required to provide all employees assigned to MBL with annual refresher training which the State mandates and this Contract requires.

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Times of Service/Time Records
• All original time records and payroll records for an employee’s time for which MBL is charged will be retrievable within twenty-four (24) hours of MBL request • The Contractor will maintain electronic records of actual daily Security Officer assign ments and functions in a standardized, electronic and reportable manner • The Contractor will make all financial and operational records related to this Contract available for inspection, copying or audit for the entire term of the Agreement and for three (3) years after the term of the Agreement. This section will survive termination or expiration of the Agreement • The assigned Contractor employee of appropriate authority will review and approve all Time records
Hours of Service
The Contractor will provide Se curity Officers and Supervisors to fill all shifts . MBL reserves the right to change the times, days or locations of the shifts. The Contractor agrees that the Services to be performed by it herein, including the locations and areas where Services are to be performed, the hours for which such Services are to be maintained, and the number of trained, equipped and qualified employees to be furnished by the Contractor hereunder will be subject to MBL approval. The Contractor agrees that the scheduled work hours and days of Services may be changed at any time, without any penalty to MBL, provided MBL gives seven (7) business days’ notice of any changes except in emergencies. • Overtime - Contractor must seek and receive MBL’s Transportation Operation Mana ger or designee approval before accruing any paid overtime
Quarterly and Annual Reports
MBL’s fiscal year runs from July 1 through June 30. Within ten (10) days following the end of each MBL fiscal quarter (September, December, March and June) and of MBL’s fiscal year, Contractor will furnish a comprehensive report of the total services provided under this Contract for MBL’s fiscal quarter and/or year just concluded. The report must be in an MBL-approved format and must list, by Post (Facility Security, Metrolink Station/Transit Center and Tiny Homes Security , and Transit Security Liaisons) the following:
• All services provided under this contract
• Total number of hours, by employee, and billing and pay rates of each service provided • Total number of contracted hours not provided, and why • Number of Incident Reports filed, when and the reason for each report • Number of patrols conducted sorted according to Post
• Number of employees removed from the contract and why • Number of liquidated damages assessments (if any), amounts, dates and reasons Sensitive Security Information (SSI)
Per the Transportation Security Administration, all security -related reports, logs, images or other documents are classified as Sensitive Security Information (SSI) and controlled under 49 CFR parts 15 and 1520.* No part of these records may be disclosed to persons without both a right and a need to know, according to the written permission of the MBL Director of Transportation and/or Transportation Operation Manager.

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*Unauthorized release may result in civil penalty or other action.

Key Performance Indicators (KPIs)
With approval of MBL, the contractor will develop Key Performance Indicators (KPIs) for the purpose of assessing, quantifying, documenting and improving Contractor employee comp liance with Contract requirements. Once established, the Contractor will commit to meeting or exceeding all KPIs and taking timely and effective steps to improve whenever performance proves substandard. At minimum, the contractor’s Quality Assurance / Metrics should address the following: Compliance, Quality, Dependability and Customer.

Holidays
MBL recognizes the following holidays:
• New Year’s Day
• Martin Luther King Jr Day
• Memorial Day
• Independence Day
• President’s Day
• Labor Day
• Thanksgiving
• Christmas
MBL requires security coverage during these holidays. For this contract MBL recognizes time and half for all positions.

Safety
The Contractor must comply with the following Safety Guidelines:
• The Contractor will recognize the importance of performing se rvices in a safe and responsible manner so as to prevent damage, injury, or loss to individuals, and the environment. Contractor assumes responsibility for implementing and monitoring all Environmental Health and Safety precautions and programs related to the performance of services. • The Contractor is solely responsible with providing a safe work environment for its employees, agents and subcontractors. Any hazards or unsafe practices the Contractor may identify that it is unable to correct or are outside t he Contractor’s scope of responsibility must be promptly reported to MBL. MBL reserves the right to require Contractor to discontinue operations at any time if it determines that the Contractor’s actions are creating an unsafe environment or situation.
• The Contractor must refrain from creating work hazards for others and for individuals authorized to be within or in proximity to MBL work areas.
• The Contractor will not operate MBL machinery without express written consent. Only approved and licensed operator s may operate the City’s vehicles, forklifts, or other heavy machinery on MBL property, with MBL approval.
• MBL is a smoke -free environment. This policy applies to all contractors, their employees and subcontractors working on MBL premises.

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• The Contractor m ust abide by all applicable local, state, and federal rules and regulations pertaining to safe working practices and procedures to protect contractor/subcontractor employees as well as MBL staff and visitors.

SECTION 5 – QUALIFICATIONS

DESIRED QUALIFICATION
 Provide a brief profile of the firm, including: the types of services offered, the year founded, form of the organization (corporation, partnership, sole proprietorship) number, size and location of offices, and the number of employees.
 Provide a general description of the firm’s financial condition and identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede the Contractor’s ability to complete the project.
 Describe the firm’s experience in performing work of a similar nature to that solicited in this RFP, and highlight the participation in such work by the key personnel proposed for assignment to this project. Describe an experience in similar projects, particularly in the trans it and public sector environments. The Contractor must demonstrate to the satisfaction of MBL that it has sufficient resources, capabilities and experience to meet the business needs as stated in this document. The Contractor will state and identify its in volvement with other clients for both past and present projects. The Contractor will state the client’s name, and references for similar projects, particularly those conducted for public transit in particular and the public sector in general. Be specific with respect to past and current assignments elaborating on those projects of similar type, magnitude and complexity. The Contractor’s involvement and responsibility should be defined for each project.
 Identify any subcontractors by company name, address, c ontact person, and telephone number and project function.
 Montebello Bus Lines (MBL) reserves the right to request references.  Briefly describe other projects currently in process and how those projects affect the company’s current capacity and capacity du ring this proposed project. Identify any capacity or availability issues for any major subcontractors proposed.

FIRM QUALIFICATIONS
To be considered responsive to the RFP, firms must demonstrate that they meet the following minimum qualifications by providing a thorough response and verifiable evidence of compliance. Non -compliance with these requirements may disqualify your proposal from further consideration.

A. Firm has not defaulted on a contract within the past five (5) years or declared bankruptcy or been placed in receivership or been denied credit within the past three (3) years.

B. Firm has not been assessed any penalties for non -compliance with any federal, state, local, city, or county labor laws and/or regulations within the past five (5) years.

C. Firm is currently not under investigation for any charge or claim for noncompliance with any federal, state, local, city, or county labor laws and/or regulations including, without limitation prevailing wage laws and apprenticeship laws.

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D. The firm must have a mi nimum of five years of experience and demonstrated track record of quality work, knowledge, skills, and abilities in safety and security for public transit agencies, preferably in an environment of similar size and scope to the MBL.

E. Licensed to do business in the State of California.

F. Certifications (if required)
G. Experience with projects of similar size and scope.

H. Experience with agencies of similar size and scope as MBL.

I. Financial capacity.

SECTION 6 – FORM OF CONTRACT (SAMPLE)

PROFESSIONAL SERVICES AGREEMENT FOR

UNARMED TRANSIT SECURITY GUARD SERVICES

THIS AGREEMENT (“Agreement”) is made and entered into on …………………….., 2022, by the CITY OF MONTEBELLO, a municipal corporation (hereinafter referred to as “CITY”) and …………………………….. (Hereinafter referred to as “CONTRACTOR”). CITY and CONTRACTOR are sometimes referred to herein individual as a “Party,” and jointly as the “Parties.”

RECITALS

WHEREAS, CITY desires to retain a qualified professional Contractor to provide reliable and effective Unarmed Transit Security Guard Services (“Project”); and

WHEREAS, CONTRACTOR represents the degree of specialized expertise contemplated within California Government Code, Section 37103, and is qualified to perform such services by virtue of its experience and the training, education, and expertise of its principals and employees; and

WHEREAS, no official or employee of CITY has a financial interest, within the provisions of Sections 1090 – 1092 of the California Government Code, in the subject matter of this Agreement; and

WHEREAS, CONTRACTOR responded to CITY’s Request for Proposal dated May 12, 2022 (RFP No. [22-7]), as such is set forth fully in Exhibit “A” hereto and incorporated fully herein by this referenc e (hereinafter “Contractor Proposal”).

NOW THEREFORE, in consideration of performance by the Parties of the covenants and conditions herein contained, the Parties hereto agree as follows:

SECTION 1. SERVICES / COMPENSATION.

A. CONTRACTOR shall provide to CITY those services that are set fort h fully in the Scope of Services, as such is set forth fully in Exhibit “A” hereto and incorporated fully herein by this reference (hereinafter “Professional Services”).

B. CONTRACTOR shall complete the Scope of Services within the time set forth in the Schedule of Performance, as such is set forth in Exhibit “B” hereto and incorporated fully herein by this reference.

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B. CONTRACTOR shall be compensated a sum not-to-exceed $………………………………………(the “Maximum Compensation”) for performance of the Professional Services as set forth in the Schedule of Compensation attached hereto as Exhibit “C” and incorporated fully herein by this reference (“Compensation”). CONTRACTOR shall provi de an itemized billing statement to CITY each month for Professional Services performed. CONTRACTOR shall not incur fees or costs which exceed the Maximum Compensation without the prior written consent of CITY.

C. CITY will be invoiced at the end of the first billing period following commencement of work and at the end of each billing period thereafter. Payment in full of an invoice must be received by CONTRACTOR within thirty (30) days of the date of such invoice.

D. Work performed shall be deemed approved and accepted by CITY as and when invoiced unless CITY objects within fifteen (15) days of invoice date by written notice specifically stating the details in which CITY believes such work is incomplete or defective, and the invoice amount(s) in dispu te. CITY shall pay undisputed amounts as provided for in the preceding paragraph.

E. Failure of CITY to submit full payment of an invoice within thirty (30) days of the date thereof subjects this agreement and the work herein contemplated to suspension o r termination at CONTRACTOR's discretion.

SECTION 2. TERM.

This Agreement shall commence on ………………, 2022 , and shall be valid for three (3) years from the Effective Date, with two (2), one-year options, unless terminated sooner as provided in Section 7 herein.

The Parties agree that Sections 4(B), 9, 10, 11, 13, 16, 17, 18, and 19 shall survive for three (3) years following the expiration or termination of this Agreement.

SECTION 3. CONTRACT DOCUMENTS.

For purpose of this Agreement, the contract documents for the aforesaid Project shall consist of (and are outlined in the following order of preference):

A. RFP No. 22-7;
B. Proposer’s [DATE] Proposal for Unarmed Transit Security Guard Services and all referenced specifications, details, and appendices (Exhibit “A” – “C”); C. All required bonds, insurance certificates, permits, notices, schedules, forms, certifications and affidavits; and
D. Any and all addenda or supplemental agreements clarifying, or extending the work contemplated as may be required to insure its completion in acceptable manner.

All of the provisions of said Contract Documents constitute a material part hereof and shall be hereby incorporated by reference as though fully set forth herein.

SECTION 4. PERFORMANCE.

A. CONTRACTOR shall at all times, faithfully, competently, and to the best of its ability, experience and talent, perform all tasks described herein.

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B. CONTRACTOR shall employ, at a minimum, generally accepted standards and practices utilized by companies engaged in providing similar services, as are required of CONTRACTOR hereunder, in meeting its obligations under this Agreement.

C. CONTRACTOR shall be knowledgeable of and subject to all CITY ordinances, rules and regulations, standard operating procedures, and the supervisory chain of command.

D. CONTRACTOR shall have the right to retain, subject to CITY's written approval, additional individuals, Contractors, or sub -Contractors to assist in the completion of services as herein defined.

Compensation for additional individuals, Contractors, or sub-Contractors shall be the sole and exclusive responsibility of the CONTRACTOR.

E. CONTRACTOR shall maintain full and accurate records with respect to all matters covered under this Agreement for a period of three (3) year s unless otherwise provided for in Exhibit “A.” Upon CITY providing twenty -four (24) hours advanced prior notice, CONTRACTOR shall make all records, invoices, time cards, cost control sheets and other records maintained by CONTRACTOR in connection with this Agreement available during CONTRACTOR’s regular working hours to CITY for review and audit by CITY.

F. All reports, documents, or other written material developed by CONTRACTOR in the performance of this Agreement shall be and remain the property of CITY without restriction or limitation upon its use or dissemination by CITY. Such material shall not be the subject of a copyright application by CONTRACTOR. Any alteration or reuse by CITY of any such materials on any project other than the Project shall be at CITY’s sole risk unless CITY compensates CONTRACTOR for such reuse.

SECTION 5. WORK PRODUCT.

A. CONTRACTOR hereby agrees that all work produced pursuant to this Agreement, and provided to CITY during and upon completion of this Agreement, shall be the property of CITY, and ownership of said work product shall be retained by CITY. CONTRACTOR may take and retain copies of such written products as desired.

B. All data, documents, discussion, or other information developed or received by CONTRACTOR or provided for performance of this Agreement are deemed confidential and shall not be disclosed by CONTRACTOR without prior written consent by CITY. CITY shall grant such consent if disclosure is legally required. All such written products shall be returned to CITY upon the termination or expiration of this Agreement. CONTRACTOR agrees that the covenants contained in this Article shall survive the expiration or termination of this Agreement.

C. Documents are provided in CONTRACTOR’s standard software formats. CITY recognizes that electronic or magnetic data and its transmission can be easily damaged, may not be compatible with CITY’s software formats and systems, may develop inaccuracies during conversion or use, and may contain viruses or other destructive programs, and that software and hardware operating systems may become obsolete. As a condition of delivery of electronic or magnetic data, CITY agrees to defend indemnify and hold CONTRACTOR, its sub-contractors, agents and employees harmless from and against all claims, loss, damages, expense and liability arising from or connected with its use, reuse, misuse, modification or misinterpretation. In no event shall CONTRACTOR be liable for any loss of use, profit or any other damage.

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SECTION 6. EXTRA SERVICES.

No extra services over and above the Compensation shall be rendered by CONTRACTOR under this Agreement unless such extra services first shall have been duly authorized in writing by CITY’s City Manager (“City Manager”).

SECTION 7. CITY SUPERVISION.

The Transportation Director shall have the right of general supervision of all work performed by CONTRACTOR and shall be CITY’s agent with respect to obtaining CONTRACTOR’s compliance hereunder.

No payment for services rendered under this Agreement shall be made without the prior approval of the City Manager.

SECTION 8. TERMINATION.

In the event that either Party hereto fails or refuses to perform any of the provisions of this Agreement at the time and in the manner required, the non -defaulting party shall give the defaulting party written notice of the default, the nature of the default, and of the steps necessary to cure the default.

A. Termination for Cause. In the event that any of the provisions of the Agreement are violated by either party, the non-defaulting Party may terminate the Agreement by serving written notice upon the other Party, listing the violation(s) and its intent to terminate such Agreement unless within ten (10) days after the serving of such notice, such violation shall cease or be rectified, the contract shall upon the expiration of an additional thirty (30) days cease and terminate. Violations by CONTRACTOR which cannot be corrected within ten (10) days, said contract shall at the option of CITY cease and term inate upon the giving of like notice. In the event of any such termination for default by CONTRACTOR, CITY may take over the work and prosecute the same to completion by contract or otherwise for the account and at the expense of CONTRACTOR. CONTRACTOR and his sureties shall be liable to CITY for any excess cost occasioned in the event of any such termination. This change shall not be construed to prevent the termination, for other causes authorized by law or other provisions of this contract. In the ev ent of a termination for cause, CONTRACTOR shall only be entitled to the Compensation for those Professional Services satisfactory performed on or before the effective date of termination.

B. Termination for Convenience. CITY shall have the option, at it s sole discretion and without cause, to terminate this Agreement in whole, or in part, after giving written notice to CONTRACTOR at least five (5) business days before the termination is to be effective. Upon the termination of this Agreement as provided herein, CITY shall provide to CONTRACTOR the part of Compensation which would otherwise be payable to CONTRACTOR for services CONTRACTOR had completed as of the date of termination, less the amount of all previous payment with respect to the Compensation. Further, upon such a termination for convenience by CITY, the Parties agree that CONTRACTOR shall be reimbursed for any “non-refundable” costs that CONTRACTOR has incurred for its services under this Agreement, provided that: (1) such “non - refundable” co sts were incurred by CONTRACTOR prior to the date of termination; (2) that CONTRACTOR provides CITY with adequate proof that CONTRACTOR incurred the costs, and is unable to be seek a refund for such costs; and (3) such costs were within the scope of work or services to be performed under this Agreement. Such “non-refundable” costs may include, but are not limited to, travel reservations incurred by CONTRACTOR for its performance of services under this Agreement. CONTRACTOR agrees to cease all work under t his Agreement on or before the effective date of any notice of termination.

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SECTION 9. EMPLOYMENT OF CITY EMPLOYEES.

No regular employee of CITY shall be employed by CONTRACTOR during the Term of this Agreement.

SECTION 10. NON-LIABILITY OF CITY OFFICIALS AND EMPLOYEES.

No official or employee of CITY shall be personally liable to CONTRACTOR in the event of any default or breach by CITY, or for any amount which may become due to CONTRACTOR.

SECTION 11. INDEPENDENT CONTRACTOR.

A. CONTRACTOR is and shall, at all times, remain as to CITY a wholly independent contractor.

Neither CITY nor any of its elected officials, officers, employees or agents shall have control over the conduct of CONTRACTOR except as expressly set forth in this Agreement. C ONTRACTOR shall not at any time or in any manner represent that he is in any manner an elected official, officer, employee or agent of CITY. No employee benefits shall be available to CONTRACTOR in connection with the performance of this Agreement. Excep t as provided in this Agreement, CITY shall not pay salary, wages, or other compensation to CONTRACTOR for performance hereunder for CITY. CITY shall not be liable for compensation to CONTRACTOR, CONTRACTOR’s employees or CONTRACTOR’s sub-Contractors for injury or sickness arising out of performing services hereunder.

B. The parties further acknowledge and agree that nothing in this Agreement shall create or be construed to create a partnership, joint venture, employment relationship or any other relatio nship except as set forth in this Agreement.

C. CITY shall not deduct from the Compensation paid to CONTRACTOR any sums required for Social Security, withholding taxes, FICA, state disability insurance or any other federal, state or local tax or charge which may or may not be in effect or hereinafter enacted or required as a charge or withholding on the compensation paid to CONTRACTOR. CITY shall have no responsibility to provide CONTRACTOR, its employees or sub -Contractors with workers’ compensation in surance or any other insurance.

SECTION 12. PERS ELIGIBILITY INDEMNITY.

A. In the event that CONTRACTOR or any employee, agent, or sub -Contractor of CONTRACTOR providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of CITY, CONTRACTOR shall indemnify, defend, and hold harmless CITY for the payment of any employee and/or employer contributions for PERS benefits on behalf of CONTRACTOR or its employees, agents, or sub-Contractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of CITY.

B. Notwithstanding any other agency, s tate or federal policy, rule, regulation, law or ordinance to the contrary, CONTRACTOR and any of its employees, agents, and sub-Contractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by CITY, including but not limited to eligibility to enroll in PERS as an employee of CITY and entitlement to any contribution to be paid by CITY for employer contribution and/or employee contributions for PERS benefits.

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SECTION 13. LEGAL RESPONSIBILITIES.

CONTRACTOR shall at all times observe and comply with all applicable laws, ordinances, codes and regulations of the federal, state and local governments including, but not limited to th e Montebello Municipal Code. CITY, and its appointed or elected officers, employees, or agents, shall not be liable at law or in equity occasioned by failure of CONTRACTOR to comply with this section.

SECTION 14. INDEMNIFICATION.

CONTRACTOR agrees to, and shall defend, indemnify, protect and hold harmless, CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers from and against any and all claims, demands, lawsuits, defense costs, civil, penalties, expenses, causes of action, and judgments at law or in equity, or liability of any kind or nature which CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers may sustain or incur or which may be imposed upon them for injuries or deaths of persons, or damage to property arising out of CONTRACTOR’S negligent or wrongful act, or omission under the terms of this Agreement, except only liability arising out of the sole negligence of CITY.

SECTION 15. INSURANCE COVERAGE.

During the Term of this Agreement, CONTRACTOR shall carry, maintain, and keep in full force and effect all of the following minimum scope of insurance against claims for death or injuries to persons or damages to property that may arise from or in connection with CONTRAC TOR’s performance of this Agreement. Such insurance shall be of the types and in the amounts as set forth below:

Commercial General Liability (CGL): Broad-form, Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis for bodily injury and property damage, including premise-operations, products- completed operations, broad form property damage, blanket contractual liability, independent contractors, personal injury or bodily injury, and advertising injury, with limits no less than Two Million Dollars and Zero Cents ($2,000,000), combined single limits, per occurrence. If a general aggregate limit applies, the limit shall be twice the required occurrence limit.

Business Automobile Liability Insurance: For owned vehicles, hired, and non-owned vehicles, Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if CONTRACTOR has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than One Million Dollars and Zero Cents ($1,000,000.00) per accident for bodily injury and property damage.

Worker's Compensation insurance as required by the laws of the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than One Million Dollars and Zero Cents ($1,000,000.00) per accident for bodily injury or disease. CONTRACTOR agrees to waive, and to obtain endorsements from its workers’ compensation insurer waiving subrogation rights under its workers’ compensation insurance policy against CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers for losses arising from work performed by CONTRACTOR for CITY and to require each of its sub-Contractors, if any, to do likewise under their workers’ compensation insurance policies.

By executing this Agreement, CONTRACTOR further certifies as follows:

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I am aware of, and will comply with, Section 3700 of the Labor Code, requiring every employer to be insured against liability of Workers’ Compensation or to undertake self-insurance before commencing any of the work contemplated herein.

Professional Err ors and Omissions (E&O) Liability insurance appropriate to the CONTRACTOR’s profession, with limit no less than Two Million Dollars and Zero Cents ($2,000,000.00) per occurrence or claim, Two Million Dollars and Zero Cents ($2,000,000.00) aggregate. Architects’ and engineers’ coverage shall be endorsed to include contractual liability. If the policy is written as a “claims made” policy, the retroactivity date shall be prior to the start of work set forth herein, CONTRACTOR shall obtain and maintain said E&O liability insurance during the Term of this Agreement and for five (5) years after completion of work hereunder. If coverage is canceled or non -renewed, and not replaced with another claims-made policy form with a retroactive date prior to the effecti ve date of this Agreement, CONTRACTOR shall purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work.

If CONTRACTOR maintains higher limits than the minimums shown above, CITY requires and shall be entitled to coverage for the higher limits maintained by CONTRACTOR. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to CITY.

CONTACTOR shall require each of its sub-Contractors, if any, to maintain insurance coverage that meets all of the requirements of this Agreement.

The policy or policies required by this Agreement shall be issued by an insurer admitted in the State of California, with a current rating of at least A: VII in the latest edition of Best's Insurance Guide, and approved by CITY.

Each insurance policy required herein shall state that coverage shall not be canceled, except after providing CITY thirty (30) days’ (or ten [10] calendar days’ for non -payment) prior written notice.

CONTRACTOR agrees that if it does not keep the aforesaid insurance in full force and effect CITY may either: (i) immediately terminate this Agreement for Cause; or (ii) take out the necessary insurance and pay, at CONTRACTOR’S expense, the premium thereon.

At all times during the Term of this Agreement, CONTRACTOR shall maintain on file with CITY’s Risk Manager a certificate or certificates of insurance showing that the aforesaid policies are in effect in the required amounts and naming CITY, its officers, agents, employees and volunteers as an additional insured. CONTRACTOR shall, prior to commencement of work under this Agreement, file with CITY’s Risk Manager such certificate(s).

CONTRACTOR shall provide proof that policies of insurance requ ired herein expiring during the Term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two (2) weeks prior to the expiration of the coverages.

The general liability and automobile policies of insurance required by this Agreement shall contain an endorsement naming CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers as additional insureds. All of the policies required un der this Agreement shall contain an endorsement providing that the policies cannot be canceled or reduced except on thirty (30) days’ prior written notice to CITY. CONTRACTOR agrees to require its insurer to modify the certificates of insurance to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any notice provisions.

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Except for professional liability and workers’ compensation p olicies, the policies herein are primary and non -contributing with any insurance that may be carried by CITY. Any insurance or self - insurance maintained by CITY, its officers, employees, agents or volunteers, shall be in excess of CONTRACTOR’s insurance and shall not contribute with it.

All insurance coverage provided pursuant to this Agreement shall not prohibit CONTRACTOR, and CONTRACTOR’s employees, agents or sub -Contractors, from waiving the right of subrogation prior to a loss. CONTRACTOR hereby waives all rights of subrogation against CITY. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver if subrogation endorsement from the insurer.

Coverage not affected. Any failure to comply with the reporting provisions of the policies contemplated herein, shall not affect coverage provided to CITY, its elected and appointed boards, officers, officials, employees, agents and volunteers.

Coverage applies separately. CONTRACTOR’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

Any deductibles or self -insured retentions must be declared to and approved by CITY. At the option of CITY, CONTRACTOR shall either reduce or eliminate the deductibles or self -insured retentions with respect to CITY, or CONTRACTOR shall procure a bond guaranteeing payment of losses and expenses.

Procurement of insurance by CONTRACTOR shall not be construed as a limitation of CONTRACTOR's liability or as fall performance of CONTRACTOR’s duties to indemnify, hold harmless and defend under Section 9 of this Agreement.

CITY, its officers and employees shall not be responsible for any claims in law or in equity occasioned by failure of CONTRACTOR to comply with this section.

SECTION 16. SUBCONTRACT, ASSIGNMENT OR DELEGATION.

CONTRACTOR shall not subcontract, delegat e or assign its duties or rights hereunder, either in whole or in part, without the prior written consent of CITY. Any proposed subcontract, delegation, or assignment shall provide a description of the services to be covered, identification of the propose d sub- contractor, delegee, or assignee, and an explanation of why and how the same was selected, including the degree of competition involved.

Any subcontract, delegation or assignment shall be made in the name of CONTRACTOR and shall not bind or purport to bind CITY and shall not release CONTRACTOR from any obligations under this Agreement including, but not limited to, the duty to properly supervise and coordinate the work of employees, assignees, delegees or sub-contractors. No such subcontract, delegation or assignment shall result in any increase in the amount of total compensation payable to CONTRACTOR under the Agreement.

SECTION 17. NO WAIVER.

Waiver by any party hereto of any term, condition or covenant of this Agreement shall not constitute the waiver of any other term, condition or covenant hereof.

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SECTION 18. DISPUTE RESOLUTION; GOVERNING LAW.

Disputes regarding the interpretation or application of any provision(s) of this Agreement shall, to the extent reasonably feasible, be resolved through good faith negotiations between the Parties. If any action at law or in equity is brought to enforce this Agreement or because of alleged dispute, breach, default or misrepresentation in connection with the provisions of this Agreement, the prevailing party in such action shall be entitled to reasonable attorney’s fees, expert fees, costs and necessary disbursements incurred in that action or proceeding, in addition to such other relief as may be sought and awarded. The venue for any litigation sh all be County of Los Angeles, California. The Parties agree that the covenants contained in this Article shall survive the expiration or termination of this Agreement.

SECTION 19. ATTORNEY’S FEES AND COSTS.

If litigation is reasonably required to enforce or interpret the provisions of this Agreement, the prevailing party in such litigation shall be entitled to an award of reasonable attorney's fees and costs in addition to any other relief to which it may be entitled.

SECTION 20. WARRANTIES.

Each of the parties represents and warrants to one another as follows:

A. It has received independent legal advice from its attorneys with respect to the advisability of entering into and executing this Agreement;

B. In executing this Agreement, it has carefully read this Agreement, knows the contents thereof, and has relied solely on the statements expressly set forth herein and has placed no reliance whatsoever on any statement, representation, or promise of any othe r party, or any other person or entity, not expressly set forth herein, nor upon the failure of any other party or any other person or entity to make any statement, representation or disclosure of any matter whatsoever; and

C. It is agreed that each party has the full right and authority to enter into this Agreement, and that the person executing this Agreement on behalf of either party has the full right and authority to fully commit and bind such party to the provisions of this Agreement.

SECTION 21. MISCELLANEOUS.

A. The descriptive paragraph headings of this Agreement are included for purposes of convenience only and shall not control or affect the construction of interpretation of any of its provisions.

B. Whenever the context hereof sh all so require, the singular shall include the plural, the male gender shall include the female gender, and the neuter and vice versa.

C. In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision hereof and this Agreement shall be construed as if such invalid, illegal, or unenforceable provisions had never been contained herein.

D. The representations and warranties made by the parties to this Agreement shall survive the consummation of the transaction herein described.

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E. This Agreement may be signed in any one or more counterparts all of which taken together shall be but one and the same Agreement. Any signed copy of this Agreement or of any other document or agreement referred to herein, or copy or counterpart thereof, delivered by facsimile transmission, shall for all purposes be treated as if it were delivered containi ng an original manual signature of the party whose signature appears in the facsimile and shall be binding upon such party in the same manner as though an originally signed copy had been delivered.

F. Each of the parties acknowledges that it has been represented by independent counsel of its own choosing, or if it has not been so represented, it has been admonished to obtain independent counsel and has freely and voluntarily waived and relinquished the right to counsel. Each party who has not obtained independent counsel acknowledges that the failure to have independent legal counsel will not excuse such party’s failure to perform under this Agreement or any agreement referred to in this Agreement.

G. To the extent of a conflict between the terms of this Agreement and those set forth in any exhibits or attachments hereto, the terms of this Agreement shall govern.

SECTION 22. NOTICE.

All notices, demands, requests or approvals to be given under this Agreement shall be g iven in writing and conclusively shall be deemed served when delivered personally or on the second business day after the deposit thereof in the United States mail, postage prepaid, registered or certified, addressed as hereinafter provided. All notices, demands, requests, or approvals hereunder shall be given to the following addresses or such other addresses as the Parties may designate by written notice:

CITY MANAGER
City of Montebello
1600 West Beverly Boulevard
Montebello, California 90640

CONTRACTOR
________________________
________________________
________________________
________________________

SECTION 23. NON-DISCRIMINATION AND EQUAL OPPORTUNITY EMPLOYER.

In the performance of this Agreement, CONTRACTOR shall not discriminate against any employee, sub-contractor, or applicant for employment because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, mental condition or sexual orientation.

CONTRACTOR will take affirmative action to ensure that sub-contractor and applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, m edical condition or sexual orientation.

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SECTION 24. CONFLICT OF INTEREST.

CONTRACTOR and its officers, employees, associates and sub -Contractors, if any, shall comply with all California conflict of interest statutes applicable to Contractor’s Services under this Agreement, including, but not limited to, the Political Reform Act (Gov. Code, § 81000 et seq.) and Government Code Section 1090. CONTRACTOR further covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which may be affected by the services to be performed by CONTRACTOR under this Agreement, or which would conflict in any manner with the performance of its services hereunder.

CONTRACTOR further covenants that, in performance of this Agreement, no pe rson having any such interest shall be employed by it. Furthermore, CONTRACTOR shall avoid the appearance of having any interest that would conflict in any manner with the performance of its services pursuant to this Agreement.

CONTRACTOR covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of services to CITY as a result of the performance of this Agreement, or the services that may be procured by CITY as a result of the recommendations made by CONT RACTOR.

CONTRACTOR's covenant under this section shall survive the termination of this Agreement.

SECTION 25. ENTIRE AGREEMENT.

This Agreement contains the entire understanding between CITY and CONTRACTOR. Any prior agreements, promises, negotiations or representations not expressly set forth herein are of no force or effect. Subsequent modifications to this Agreement shall be effective only if in writing and signed by each party. If any term, condition or covenant of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall be valid and binding.

[SIGNATURES ON NEXT PAGE]

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CITY OF MONTEBELLO CONTRACTOR

_______________________ _____________________
René Bobadilla Name and Title
City Manager

Dated: _____________ Dated: _____________

ATTEST:

______________________
Christopher Jimenez
City Clerk

APPROVED AS TO FORM

________________________
Arnold M. Alvarez-Glasman
City Attorney

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SECTION 7 - FORMS AND CERTIFICATIONS

LETTER OF TRANSMITTAL

CITY OF MONTEBELLO
Transportation Department
SUBJECT: REQUEST FOR PROPOSAL NO. 22-7

UNARMED TRANSIT SECURITY GUARD SERVICES
In response to the subject Request for Proposal ( “RFP”) and in accordance with the accompanying Instructions to Proposers, the Proposer hereby commits to the City of Montebello to perform the work in accordance with the provisions in the Proposal Level Contract Documents and any addenda thereto and at the prices stated in the Revenue Price Sheet, which will be included and made a part of any subsequent agreement.

The Proposer agrees that the Proposal constitutes a firm offer that cannot be withdrawn for ninety (90) calendar days from the Proposal opening or until the Contract for the work is fully executed between the City and a third party, whichever is earlier.

If awarded a contract, the Proposer agrees to execute an agreement and deliver it to the City of Montebello within seven (7) calendar days after receiving a Letter of Award together with the necessary certificates of insurance and any applicable performance or payment bonds. The Contractor shall proceed with the work upon receipt of a Notice to Proceed.

The Proposer certifies that it has:

1. Examined and is fully familiar with all the provisions of the RFP Documents and any addenda thereto:

2. Satisfied itself as to the requirements of the Contract, the nature and location of the work, the general and local conditions to be encountered in performance of the work, and all other matters that can in any way affect the Work and/or the cost thereof.

3. Examined the experience, skill and certification requirements in Scope of Services and that the entities performing the work can fulfill the specified requirements; and

4. Carefully reviewed the accuracy of all statements and figures shown in the Proposal and attachment hereto.

Therefore, the undersigned hereby agrees that the City of Montebello will not be responsible for any errors or omissions in the Proposal.

The Proposer further certifies that:

1. The only persons, firms, corporations, joint ventures/partnerships, and/or other parties interested in the Proposal as principals are those listed as such in the Proposal Forms and that,

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2. The Proposal has been prepar ed without collusion with any other person, firm, corporation, joint venture/partnership, and/or other party.

The undersigned acknowledges receipt, understanding and full consideration of the following addenda to the Proposal Documents:

Addenda No(s)
Dated Dated

Dated Dated

Failure to acknowledge receipt of all addenda may cause the Proposal to be considered non -responsive to the solicitation. Acknowledged receipt of each addendum must be clearly established and included with the Proposal /offer.

Proposer’s Name
Business Address

Contact Person
Email Address
Phone

Fax
Signature of Authorized Official Signature of Authorized Official

Typed or Printed Name Typed or Printed Name

Title Title

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Date Date

(Joint ventures/partnerships are to provide a signed copy of their agreement with their Proposal.)

For proposals requiring licenses the following information is required:

Contractor’s License No.

Expiration Date:

License Classification:

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EXHIBIT A

INDEMNIFICATION AND HOLD HARMLESS AGREEMENT AND WAIVER OF SUBROGATION AND CONTRIBUTION Contract/Agreement/License/Permit No. or description: RFP No. 22 -7, Unarmed Transit Security Guard Services Indemnitor(s): __________________________________________________ (List all names)
To the fullest extent permitted by law, Indemnitor hereby agrees, at its sole cost and expense, to protect, indemnify, and hold harmless the City of Montebello and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors, and assigns (collectively “Indemni tees”) from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other profes sionals and all costs associated therewith (collectively “Liabilities”), resulting from any wrongful or negligent act, failure to act, error, or omission of Indemnitor or any of its officers, agents, servants , employees, subcontractors, material men, suppliers or their officers, agents, servants or employees, arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, or related to the above -referenced: RFP No. 22 -7, Unarmed Transit Security Guard Services (the “Waiver”) or the performance or failure to perform any term, provision, covenant, or condition of the Waiver, including this indemnity provision. This indemnity provision is effective regardless of any prior, concurrent, or subsequent passive negligence by Indemn itees and shall operate to fully indemnify Indemnitees against any such negligence. This indemnity provision shall survive the termination of the Waiver and is in addition to any other rights or remedies which Indemnitees may have under the law. Payment is not required as a condition precedent to an Indemnitee’s right to recover under this indemnity provision, and an entry of judgment against the Indemnitor shall be conclusive in favor of the Indemnitee’s right to recover under this indemnity provision. Ind emnitor shall pay Indemnitees for any attorney’s fees and costs incurred in enforcing this indemnification provision. Notwithstanding the foregoing, nothing in this instrument sha ll be construed to encompass (a) Indemnitees’ active negligence or willful mi sconduct to the limited extent that the underlying agreement is subject to Civil Code § 2782(a), or (b) the contracting public agency’s active negligence to the limited extent t hat the underlying agreement is subject to Civil Code § 2782(b). This indemnity is effective without reference to the existence or applicability of any insurance coverages which may have been required under the Waiver or any additional insured endorsements which may extend to Indemnitees.

City agrees to promptly inform Indemnitor in writing of any claim that City believes to be subject to this Waiver.

Indemnitor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Indemnitor regardless of any prior, concurren t, or subsequent non-active negligence by the Indemnitees.

In the event there is more than one person or entity named in the Waiver as an Indemnitor, then all obligations, liabilities, covenants and conditions under this instrument shall be joint and several. “Indemnitor”
Name: __________________________________________________ Name: _______________________ (Print) (Print)
By: ________________________________ _________________ By: ________________________________ _________ (Signature) (Signature)
Title: ________________________________ ______________ Title: ________________________________ ______

Date: ________________________________ ________________ Date: ________________________________ ________

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EXHIBIT B

REFERENCES
List at Least Three (3) Professional References:
1 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):

Contract Value: $
Award Date:

Term of Contract:

Description of Work:

2 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):

Contract Value: $
Award Date:

Term of Contract:

Description of Work:

3 Project City/Agency/Other:

Person of Contact:

Phone Number:

E-mail Address:

Address:

City, State, Zip Code:

Description of Contract (Please
include contract value, award
date, term of contract, and
description of work):

Contract Value: $
Award Date:

Term of Contract:

Description of Work:

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EXHIBIT C

INSURANCE
The Proposal shall include a statement that the insurance requirements set forth in the contract documents can be obtained and will be carried without reservation or exclusion should Proposer be awarded a contract pursuant to this RFP.

The successful Proposer shall at all times during the term of the awarded Agreement, carry, maintain, and keep in force and effect, with an insurance company admitted to do business in California, rated “A” or better in the most recent A.M. Best’s Insurance Rating Guide, and approved by the CITY, a policy or policies of:

A. Commercial General Liability Insurance using Insurance Services Office Commercial General Liability form CG 00 O1 or the exact equivalent. Defense costs must be paid in add ition to limits.

There shall be no cross liability exclusion for claims or suits by one insured against another. Limits shall be no less than $1,000,000 per occurrence for all covered losses and no less than $2,000,000 general aggregate.

B. Business Auto Coverage on ISO Business Auto Coverage form CA 00 O1 including symbol 1 (Any Auto) or the exact equivalent. Limits shall be no less than $1,0 00,000 per accident, comb ined single limit. If Contractor owns no vehicles, this requirement may be satisfied by a non -owned auto endorsement to the general liability policy described in the pre ceding subsection. If Contractor or Contractor’s employees will use personal autos in any way on this project, Contractor shall provide evidence of personal auto liability coverage for each such person.

C. Workers' Compensation insurance on a state approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,0 00,000 per accident for all covered losses.

D. Professional Liability or Errors and Omissions Insurance as appropriate to the profession, written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Contractor and "Covered Professional Services" as designated in the policy must sp ecifically include work performed under this Agreement. The policy limit shall be not less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of' the insured and must include a provision establishing the insurer's duty to defend . The policy retroactive date shall be on or before the effective date of this Agreement. City, it’s officers, employees, attorneys, and designated volunteers shall be named as additional insured on the policy, or policies, as to commercial general liabili ty bodily injury and property damage coverage’s and automobile coverage’s with respect to liability arising out of successful Proposer’s work under this Agreement.

E. All insurance policies shall provide that the insurance coverage shall not be non -renewed, canceled, reduced, or otherwise modified (except through the addition of additional insureds to the policy) by the insurance carrier without the insurance carrier giving City thirty (30) days' prior written notice thereof. Any such thirty (30) day notice shall be submitted to City via certified mail, return receipt requested, addressed to "Risk Manager," City of Montebello, 1600 West Beverly

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Boulevard, Montebello, California, 90640. Contractor agrees that it will not cancel, reduce or otherwise modify said insurance coverage.

F. Contractor shall submit to City (i) insurance certificates indicating compliance with the minimum worker's compensation insurance requirements above, and (ii) insurance policy endorsements indicating compliance with all other minimum i nsurance requirements above, not less than one (1) day prior to beginning of performance under this Agreement. Endorsements shall be executed on City's appropriate standard forms entitled "Additional Insured Endorsement".

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EXHIBIT D
RFP No. 22-7

UNARMED TRANSIT SECURITY GUARD SERVICES
COST PROPOSAL SHEET (Three Year Term)
In accordance with the Request for Proposal issued by the City of Montebello Transportation Department (hereinafter referred to as “Contractor/Proposer), the undersigned proposing company hereby agrees to furnish all necessary labor, materials and incidentals required for the above stated contract as set forth in the Scope of Work and any addenda thereto, and to perform all work in the manner and time prescribed therein.

First Year
ITEM # EXPENSE CATEGORY

HOURLY RATE TOTAL NUMBER OF
HOURS

GUARANTEED

NOT-TO-EXCEED
AMOUNT
1 Management Oversight (TSM) /Annually. $ 2 Transit Security Supervisor Wages /Annually. $ 3 Transit Security Liaison Wages /Annually. 4 Uniforms and Equipment /Annually. $ 5 Miscellaneous /Annually. $ Annual Total Cost $

List other costs/fees: Description Cost/Fees
___________________________________ ___________________________________ ___________________________________ ___________________________________

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Second Year
ITEM # EXPENSE CATEGORY

HOURLY RATE TOTAL NUMBER OF
HOURS

GUARANTEED

HOURLY RATE TOTAL NUMBER OF
HOURS

GUARANTEED

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List other costs/fees: Description Cost/Fees
___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________ ___________________________________

*List all paid holidays below:

Contact Information:

Name & Job Title:

Business Name:

Address:

City, State, Zip Code:

Phone Number:

E-mail Address:

Authorized Signature: Date:

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EXHIBIT E

STATEMENT OF

DISADVANTAGED BUSINESS ENTERPRISE PARTICIPATION

This proposal provides for the following Disadvantaged Business Enterprise participation:

Disadvantaged Business Enterprise

Firm Name

Address

Phone Number

Type of Business

Current DBE Certification? Yes* *No

*(If "Yes," attach copy of current Letter of Certification and copy of current Statement of Personal Net Worth.)

Total $
% of Total Contract
Signature: Date:

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EXHIBIT F
Bidder’s List of Subcontractors (DBE and Non-DBE)
Part I
The bidder shall list all subcontractors (both DBE and non -DBE) in accordance with Section 2 -1.054 the Standard Specification and per Title 49, Section 26.11 of the Code of Federal Regulations. This listing is required in addition to listing DBE Subcontractors elsewhere in the proposal. Photocopy this form for additional firms.

Firm Name/
Address/
City, State, ZIP
Phone/
Fax

Annual Gross
Receipts
Description of Portion of Work to be
Performed
Local Agency Use Only
(Certified DBE?)
Name Phone

< $1 million YES
< $5 million NO
Address < $10 million If YES list DBE #:

Fax < $15 million
City State ZIP > $15 million Age of Firm (Yrs.)

Name Phone

< $1 million YES
< $5 million NO
Address < $10 million If YES list DBE #:

Fax < $15 million
City State ZIP > $15 million Age of Firm (Yrs.)

Name Phone

< $1 million YES
< $5 million NO
Address < $10 million If YES list DBE #:

Fax < $15 million
City State ZIP > $15 million Age of Firm (Yrs.)

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Part II
The bidder shall list all subcontractors who provided a quote or bid but were not selected to participate as a subcontractor on this project. This is required for compliance with Title 49, Section 26 of the Code of Federal Regulations. Photocopy this form for additional firms.

Firm Name/
Address/
City, State, ZIP
Phone/
Fax

Annual Gross Receipts Description of Portion of Work to be Performed
Local Agency
Use Only
(Certified
DBE?)
Name Phone

< $1 million YES
< $5 million NO
Address < $10 million If YES list DBE
#:

Fax < $15 million
City State ZIP > $15 million Age of Firm
(Yrs.)

Name Phone

< $1 million YES
< $5 million NO
Address < $10 million If YES list DBE
#:

Fax < $15 million
City State ZIP > $15 million Age of Firm
(Yrs.)

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EXHIBIT G

CERTIFICATION REGARDING DEBARMENT, SUSPENSION AND OTHER RESPONSIBILITY MATTERS -

PRIMARY COVERED TRANSACTIONS
The certifies to the best of it’s
(Firm Name/ Principle)

knowledge and belief, that it and its principals:

1. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency:

2. Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or Local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements or recei ving stolen property;

3. Are not presently indicted for or otherwise criminally or civilly charged by a government entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (2) of this certification; and

4. Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State or local) terminated for cause of default.

If unable to certify to any of the statements in this certification, the participant shall attach an explanation to this certification.

THE PRIMARY PARTICIPANT_______________________________________________________ CERTIFIES (Firm Name/Principal)

OR AFFIRMS THE TRUTHFULNESS AND ACCURACY OF THE CONTENTS OF THE STATEMENTS SUBMITTED ON OR WITH THIS CERTIFICATION AND UNDERSTANDS THAT THE PROVISIONS OF 31 U.S.C. SECTIONS 3801 ET SEQ. ARE APPLICABLE THERETO.

Signature and Title of Authorized Official

The undersigned chief legal counsel for the _____________________________________ hereby certifies that the ____________________________________ has authority under State and Local law to comply with the subject assurances that the certification above has been legally made.

Signature of Attorney Date

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EXHIBIT H

PERFORMANCE GUARANTEE CERTIFICATION

The undersigned hereby certifies that the Contractor shall provide a Performance Guarantee in accordance with Specifications.

Designate below which form of Performance Guarantee shall be provided:

Performance Bond

Irrevocable Stand-By-Letter of Credit

Contractor’s Name:

Authorized Signature:

Title:

Date:

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EXHIBIT I

PERFORMANCE BOND

KNOW ALL MEN BY THESE PRESENTS: that

(Insert full name and address and legal title of Contractor) as Principal, hereinafter called Contractor, and,

(Insert full name and address or legal title of Surety) as Surety, hereinafter called Authority, in the amount of $_____________ for the payment whereof Contractor and Surety bind themselves, their heirs, executers, administrators, successors and assigns, jointly and severally, firmly by these presents.

WHEREAS, Contractor has by written agreement dated _______________________, 20____, entered into a contract with the City for Contract No.__________________, which contract is by reference made a part hereof, and is hereinafter referred to as the “Contract”.

NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION is such that, if Contractor shall promptly and faithfully perform said Contract, then this obligation shall be null and void; otherwise it shall remain in full force and effect.

The Surety hereby waives notice of any alteration or extension of time made by the City.

Whenever Contractor shall be, and is declared by the City to be in default under the Contract, the City having performed City’s obligations thereunder, the Surety may promptly remedy the default, or shall promptly

1. Complete the Contract in accordance with it terms and conditions, or

2. Obtain a bid or bids for completing the Contract in accordance with its terms and conditions, and upon determination by Surety of the lowest responsible bidder, or, if the City elects, upon determination by the City and the Surety jointly of the lowest responsible bidder, arrange for a contract between such bidder and the Authority, and make available as Work progresses (even though there should be a default or a success ion of defaults under the contract or contracts of completion arranged under this paragraph) sufficient funds to pay the cost of completion less the balance of the contract price; but not exceeding, the amount set forth in the first paragraph hereof.

The term "balance of the contract price," as used in this paragraph, shall mean the total amount payable by the City to Contractor under the Contract and any amendments thereto, less the amount properly paid by the City to Contractor.

Any suit under this bond must be instituted before the expiration of two (2) years from the date on which final payment under the Contract falls.

No right of action shall accrue on this bond to or for the use of any person or corporation other than the RECIPIENT or the heirs, executors, administrators or successors of the City.

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Signed and sealed this ____________________ day of 20____.

WITNESS PRINCIPLE
(SEAL)
(TITLE)

WITNESS SURETY
(SEAL)
(TITLE)

Attach hereto proof of authority of officers or agents to sign bond.

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EXHIBIT J

IRREVOCABLE STANDBY LETTER OF CREDIT CERTIFICATE

The undersigned states that he/she is of the of the
(Title)
(The “Beneficiary”) and hereby
(Name of Beneficiary)
Certifies on behalf of the Beneficiary to (the "Bank), with (Name of Issuing Bank)
Reference to Irrevocable Standby Letter of Credit No. Issued by the

Bank (the "Letter of Credit"), that:

1. The undersigned is duly authorized to execute and deliver this certificate on behalf of the Beneficiary.

2. The Beneficiary is making a drawing under the Letter of Credit.

3. An Event of Default has occurred under Contract No.

4. The amount of the draft presented with this certificate does not exceed the total maximum amount drawable today under the Letter of Credit as provided therein.

IN WITNESS WHEREOF, this certificate is executed this __________________ day of_____, 20____.

NAME OF BENEFICIARY
By:

Its:

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EXHIBIT K
Bank Draft

FOR VALUE RECEIVED
Pay on the presentment to the sum of
(Name of Beneficiary) Dollars ($)
Charge to the Account of Irrevocable Standby Letter of (Name of Issuing Bank)

Credit No. Dated:

To
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An Allied Universal® Proposal for Montebello Bus Lines
REQUEST FOR PROPOSAL (RFP) No. 22-7
Presented to:

Rohan Anderson
Senior Procurement Analyst
Presented by:

Tad Garabedian
Government Specialist
8/11/2022

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August 11, 2022

Rohan Anderson
Senior Procurement Analyst
City of Montebello
Montebello Bus Lines
400 S. Taylor Ave.

Montebello, CA 90640

Dear Mr. Anderson:

Thank you for inviting Allied Universal® Security Services to participate in your proposal process. We understand the importance of quality security and look forward to providing a customized program that meets your requirements.

Our proposal response, references, presence in the City of Montebello, and experience and specialization in Transit security demonstrate our proven expertise. We look forward to leveraging best practices from our existing city and county programs to support the Montebello Bus Lines security program and bring ideas and innovation for its future growth and security goals.

Allied Universal® has had the manpower, support structure, and partnerships in place to effectively support the Montebello Bus Lines mission.

Highlights of our Partnership with the City of Montebello:
• Existing relationship with City providing world-class security services • Largest provider of security services to transit agencies in the country • Dedicated Transit / Government Services Division for oversight • Proven local transit security expertise
• Ability to surge or reduce staff on short-term notice Allied Universal is proposing a deployment plan which meets all requirements of the SOW provided in the RFP, including 24/7 mobile supervision.

Allied Universal is dedicated to delivering a security program that achieves measurable results while evolving to meet Montebello Bus Lines’ security challenges. We hope that you look favorably upon our past performance with the City of Montebello, our proposal submission, and our commitment to providing a comprehensive, quality security solution. We greatly appreciate the opportunity and look forward to our expanded partnership in security excellence.

Should you have any questions or require clarifications to any part of our proposal, please contact me at 213.800.2996 or by email at [email protected].

Sincerely,

Tad Garabedian
Government Specialist

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Allied Universal® Response to Montebello Bus Lines

Table of
Contents
Table of Contents
Proposal Submission Checklist ......................................................................................................... 1 Letter of Transmittal ............................................................................................................................ 2 Licensing, Permits, and Certificates .................................................................................................. 5 Technical Proposal .............................................................................................................................. 6 Project management plan .................................................................................................................. 6 Customized Training for Montebello Bus Lines ............................................................................... 11 SECTION 5 – Qualifications .............................................................................................................. 22 Desired Qualification ........................................................................................................................ 22 Firm Qualifications ............................................................................................................................ 27

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Allied Universal® Response to Montebello Bus Lines
1 PROPOSAL SUBMISSION CHECKLIST

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2 LETTER OF TRANSMITTAL

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3

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4 We interpret the need to provide a signed copy of a joint venture/partnership to be a p artnership agreement with a partner/subcontractor if applicable. Allied Universal intends to perform all the work itself with no partnership or JV. If the expecta tion is for Allied Un iversal to provide a copy of Allied Universals own corporate “partnership agreement” we would be happy to provide upon request.

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5 LICENSING, PERMITS, AND CERTIFICATES

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Allied Universal® Response to Montebello Bus Lines
6 TECHNICAL PROPOSAL

PROJECT MANAGEMENT PLAN
Allied Universal is providing herewith a proposed management plan to address the needs of the City of Montebello, comply with and deliver on all requirements outlined in the RFP, and build on best practices currently being utilized on comparable local and national transit systems that we serve.

Allied Universal has the unique ability to scale up or scale down based on our client’s immediate needs; therefore, our proposal is flexible, and we encourage an open dialogue and discussion with the City to discuss any increases or decreases to the plan provided herein.

Our plan is designed to work in concert with local law enforcement. Our offering will provide passengers, bus operators, and City staff a high level of security visibility and peace of mind.

Officers will be highly trained in crime prevention, and de-escalation techniques, and will have excellent customer services skills.

STAFFING PLAN
Transit Security Manager: The proposed Transit Security Manager (TSM) for MBL is Steve Nsaif.

With over 13 years in the security industry, Steve leads one of Allied Universal’s largest branches.

He manages over 3,000 Security Professionals, more than 500 customers, and over $100M in annual revenue. In his current role, Steve has the overall responsibility for branch operations and is supported by his Southwest Region Executive level management team. Steve began his career with Allied Universal in 2010. In his tenure with Allied Universal, Steve held several roles such as Director of Security, Division Manager, and Client Manager.

Before joining Allied Universal, Steve served as a Senior Advisor with the U.S. Department of Defense Intelligence and Security command. He joined military units for multiple deployments to Iraq. He carried different responsibilities such as direct action missions, quick reaction forces, and counter-insurgency operations. He also held advisory roles to train, mentor, and coach foreign military, police, and foreign intelligence agencies. Steve also supported different government agencies such as the U.S. Department of State, the International Bureau of Narcotics and Law Enforcement (INL), Customs and Border Protection (CBP), as well as Non-Government Organizations such as UNICEF, participating in multiple campaigns and initiatives, focused on bringing stability within the Middle East region.

Steve is an associate of the Crisis Prevention Institute (CPI), Terrorism Liaison Officer with the Orange County Intelligence Assessment Center (OCIAC), Threat Assessment Professional with the Association of Threat Assessment Professionals (ATAP), and a certified healthcare officer with the International Association of Healthcare Security and Safety (IAHSS). His affiliations also include the Institute of Real Estate Managers and ASIS International.

Steve has the authority to act on behalf of Allied Universal and has extensive experience transitioning and starting new contracts such as MBL. He will be a single point of contact for the City for all deliverables including but not limited to the provision of post orders, billing, HR issues, incident management, contract compliance, and all reporting to the City.

The TSM is a non-billable position that is included in our overhead cost and provided bill rates.

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7 Supervisors: Allied Universal is proposing the deployment of 24/7/365 field supervision. We are suggesting one supervisor be assigned for each of the three shifts, 24 hours per day. The mobile and roving field supervisors would be responsible for conducting required post-inspections (2 inspections/post/shift). The supervisors would be equipped with a company-provided vehicle, a HELIAUS guard tour system (which includes cell phone capability), and a company-provided radio.

In addition to providing support and oversight to the static posts (Metrolink and HQ), the mobile supervisors will be available for immediate support for transit security officers. Transit officers will have communication capability with the supervisor, and if needed, the supervisor can be summoned to respond and meet transit officers anywhere along the lines as needed.

In addition to post inspections, supervisors will be fully trained to fill uncovered posts (due to emergencies or call-offs), provide on-the-job training and field tests, review all logs and reports, and provide any additional assistance to City as required.

Supervisors: 168 HPW 1 supervisor on duty 24/7/365
Transit Security Officers: Transit Security officers will be high-caliber, highly trained security professionals. These individuals will be specifically recruited based on experience, customer service acumen, and trained in de-escalation techniques. They will be trained in our company Transit Security Program; specific details are found in the training section of this proposal.

Allied recommends transit security officers work in two man teams. This is the deployment model used for Long Beach Transit as well as many other transit systems we serve. Having a two-man team allows one individual to address issues (or unruly guests) while the second acts as backup or calls for additional assistance.

Transit security teams patrol the system’s bus lines in random order to avoid any sort of patternable sequence. Teams exit at random stops and continue patrol on the next bus or intersecting line. A detailed patrol route would be planned in concert with MBL and can be modified in real-time to account for hot spots or threats. Officers will be equipped with our HELIAUS guard tour system which can be used as a tracker for officers’ location and “patrol hits”, as an incident reporting tool, as well as a tool to track any metrics MBL stakeholders would benefit from our collecting.

Allied Universal recommends deploying three (3) two (2) man teams each day. This schedule ensures coverage at the commencement and ending of services each day, and double coverage during main business hours. Schedule each day would be as follows:

Team 1 (two officers): 4:30am – 12:30pm 7 days/week
Team 2 (two officers): 9:30am – 5:30pm 7 days/week
Team 3 (two officers): 2:15pm – 10:15pm 7 days/week
The schedule can be modified if MBL deems double coverage needed at different times.

Transit Security Officers: 336 HPW 6 officers/day. 8-hour shifts. 7 days/week Security Officers: Allied Universal’s highly trained security professionals will be selected for customer service skills and ability to detect and deter crime.

At the HQ facility at 400 S. Taylor, officers will be responsible for access control, documentation of bus ingress and egress, reporting, deterring crime, and customer service. Our recommendation for

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8 deployment at this site is one officer 24/7/365. While we note the facility is closed from 1:30 am – 3:00 am, we propose 24-hour coverage to ensure facility protection at all hours. Continual service ensures the safety of MBL staff that leave at closing, as well as those that enter at the opening.

Staffing during closed hours protects the facility from theft.

Allied Universal currently serves the Metrolink Station (and Tiny Homes Site) for the City. We are currently providing 24/7/365 coverage, and we recommend continuing with the same coverage under this new agreement. The addition of the mobile security supervisors will be a nice compliment to help officers at this site should additional resources be needed.

Security officers Taylor Ave HQ: 168 HPW 1 officer on duty each shift 24/7/365 Security officers Metrolink Station: 168 HPW 1 officer on duty each shift 24/7/365

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9 Implementation Plan
Screening

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10 Recruiting
Thanks to our broad-spectrum recruiting resources, stringent screening and hiring process, and reputation for attracting top-quality, career- minded professionals, Allied Universal® can identify and place high- performing, best-fit security personnel quickly for Montebello Bus Lines’ unique environment and security programs. Some of the recruitment resources we use include jobs.aus.com, promotions and employee referrals, universities and schools, former military/reservists, veterans' organizations, police and fire departments, job fairs and open houses, and professional organizations. Our strategic partnerships include AARP, the International Association of Jewish Vocational Services, the National Indian Council on the Aging, and the National Asian Pacific Center on Aging.

Streamlined Screening and Hiring with AU HireSmart™
Allied Universal® recruiters use AU HireSmart™, an end-to-end Artificial Intelligence (AI) recruiting solution, which provides several unique benefits designed to streamline the recruiting process to meet your placement needs quickly.

HireSmart™ translates candidate video screening tests into actionable data that accurately predicts a candidate's aptitude for any given role. These videos measure emotional expression, tone, language patterns, and word choice to determine a candidate's fit for the position. This process improves the quality of services we provide while decreasing security professional turnover by matching candidates with the jobs most suited to them.

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11 CUSTOMIZED TRAINING FOR MONTEBELLO BUS LINES
AU Institute® is the umbrella under which all formal training and development opportunities exist.

Methods of training include eLearning on Allied Universal® EDGE®, Instructor-led, Virtual Instructor- led, On-the-Job Training, Scenario-based, and mLearning (mobile friendly). Allied Institute is supported by more than 50 full-and part-time certified instructors and provides both mandatory and voluntary courses, which are offered pre-assignment, on-the-job, and continuing education. Training for Montebello Bus Lines will be tailored to meet the specific roles in the RFP.

There are five phases of Security Professional onboarding and development. Each has a specific timeframe for completion, as well as testing guidelines to ensure comprehension. Training phases include:
• New Employee Orientation
• On-the-Job-Training Post Certification (to be completed within 21 days of hire) • Core Training (must be completed in the first six months) • Quarterly Site Training (Ongoing and Refresher)
• CPR/First Aid/AED and other Certification Training
CORE TRAINING Phase Three of the Security Professional and Development process consists of 20 lessons, each with an exam that must be successfully passed. Core Training must be completed within six months of hire; and will be completed by all personnel assigned to Montebello Bus Lines.

SUPERVISOR

TRAINING
This training readies supervisors for their new roles so they are prepared for the challenges of leadership with 8 training modules focused on how to be a better supervisor. All supervisors assigned to Montebello Bus Lines will complete (or will have completed within three years) this supervisory training.

MANAGEMENT

TRAINING
Management training covers a variety of business and security-related topics, to shape proficient managers with smart business sense.

MOBILE PATROL

TRAINING
In addition to the Core Training, this training readies Mobile Patrol Officers to provide safe and effective vehicle patrols for Montebello Bus Lines.

COMPLIANCE TRACKING
Compliance tracking through the EDGE, our online learning management system, allows training to be accurately recorded and reported. Trainers and managers can track Security Professional progress through initial, specialty, and refresher training, and verify compliance.

ONGOING & REFRESHER TRAINING
Allied Universal believes in the reinforcement of initial training as a key to effective learning and long-term performance excellence. We use a structured process for refresher training on a variety of topics related to your needs and contract requirements. The local branch management and regional training staff will administer standard, company-wide training modules. Our managers will help ensure that ongoing training remains a top priority. Ongoing training topics include:

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12 CUSTOMER

SERVICE

TRAINING
Allied Universal believes customer service is the essence of what we do every day. From welcoming passengers with a warm friendly smile to giving directions to the nearest ATM to recommending the best local restaurant, the role of security personnel in a transit system has changed dramatically over the past few years and is still evolving. A Security Professional may perform a wide variety of tasks as a Station, General, Mobile, or Transit riding Security Officer. Allied Universal believes to go the extra mile, escorting customers to their vehicles after hours, assisting patrons in boarding and exiting transit modes, and even delivering critical medical services. Many transit agencies view these traits as crucial elements of an outstanding security program, necessary to add a special touch for a positive customer experience.

CULTURAL

DIVERSITY

TRAINING
Allied Universal® is committed to offering Cultural Diversity training to all security professionals working under the contract with Montebello Bus Lines. The course is offered on the EDGE our enterprise-wide learning management system and is available 24/7. This course helps employees identify the differences between discrimination and diversity, describes the benefits of diversity, and informs employees on the dangers of stereotyping and how to avoid discrimination.

DEALING WITH

DIFFICULT

PEOPLE OR

SITUATIONS

TRAINING
This course prepares Security Professionals to respond to difficult people and situations and helps them to develop the confidence to handle adverse events. Employees will learn how to properly assess the situation, use effective de-escalation techniques, and diffuse the situation.

MASTER TRANSIT

SECURITY

OFFICER

PROGRAM
All security officers and managers will have completed at a minimum; all state, Montebello Bus Lines, and Allied Universal-required training before attending our School of Transit Security, an outline which is provided on the following pages. A score of 80% or higher is required to earn the designation as an Allied Universal® Transit Security Officer.

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13

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14

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Allied Universal® Response to Montebello Bus Lines
15 Compliance Tracking
The baseline for employee compliance is accomplished during the recruiting or intake process.

Candidates are vetted by comparing requirements to qualifications. Credentials are entered into the WinTeam Compliance Tracker database where they will be maintained and cross-referenced in the Scheduling process. Before a candidate is released for assignment and OJT, all background investigation and training requirements must be completed. An established intake process requires verification of every application metric before uniforms can be issued. When authorized to report to the site, responsibility for performance oversight transfers to the Account Manager.

As employees progress through initial orientation, pre-assignment certification, or OJT additional performance data is compiled in WinTeam. When a specific post requires a credential or unique attribute essential to contract compliance, that specification is programmed into Compliance Tracker and an on-screen error message is displayed if the manager tries to add an employee to the schedule and if the employee’s Compliance Tracker records do not fit the pre-established profile of the post.

Our commitment to compliance tracking extends beyond our training resources. WinTeam, Allied Universal’s automated scheduling component, is the compliance module that captures training records for security professionals. WinTeam works in conjunction with the Allied Universal EDGE and offers extensive compliance tracking and reporting functionality. Our managers access all systems through our secure intranet to support compliance verification in real-time. These programs work together to enable trainers and managers to track employee progress through initial, specialty, and refresher training, and to easily verify compliance.

Employee data is maintained in both paper and electronic form for the term of the employee’s relationship with Allied Universal and then archived for an appropriate statutory period as required by corporate, state, local, or client mandates.

WinTeam’s Compliance Tracking module continually compares personnel data with pre-loaded post requirements. The credentials necessary to ensure that security professionals are appropriately trained and cleared for duty are identified through a job-specific set of pre-determined compliance codes. Employees who require credentials cannot be scheduled until compliance requirements have been resolved.

Allied Universal’s regional training organization is the primary group responsible for tracking training certifications and clearances and enforcing the ‘arm’s length’ relationship between data providers and data managers. By maintaining corporate mandated security protocols, site management team members are not allowed to enter or override compliance specifications for project staff. This separation of function and access is just one of the layers that support the integrity of compliance and audit processes.

The project, Division, and Corporate managers have access to the reporting functions of WinTeam.

The status of mission-critical deliverables is a primary component of the Quality Control audit process that ensures timely completion of compliance requirements.

Quarterly business review meetings occur with site security management, our branch management, and the City representatives. We use the business reviews to reflect on what we have accomplished through our partnership, for benchmarking, and to establish future measurable goals.

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16 Post Orders (Duties) and Operating Procedures - Post Orders and Standard Operations Procedures Manuals represent the essential playbook that guides the daily activities of the MBL security team. Our TSM will coordinate will operations team members to create, implement and update these manuals in collaboration with MBL, while our security professionals refer to them consistently. Security professionals are trained on Site Specific Post Orders and the Security Operations Manual during on-the-job training, re-training, daily inspections, and roll calls. The first draft of the Post Orders will be provided to MBL within three days of Notice to Proceed.

Automated Post Orders - The effectiveness of the City security program is closely linked to the quality and accessibility of the post orders your security team relies on to deliver ongoing exceptional service.

With Allied Universal® Post Orders Builder, account managers can quickly create and/or revise Post Orders for your job sites using fully automated templates—including location requirements, client expectations, general and specific responsibilities and accountability, performance standards, and more. Images such as site maps, floor plans, flyers, and announcements can easily be uploaded, making drafting post orders as simple as possible. As a result, you can be assured that your security professionals have access to all the information they need to efficiently perform their daily responsibilities and respond quickly to all potential incidents.

Live, Automated Post Orders: Our Post Orders Builder also provides the basis of the City requirements that are uploaded into HELIAUS®—our comprehensive adaptable workforce solution.

Security Professionals receive tour orders, access to site information, and record daily activity directly on their HELIAUS® mobile device.

Review of Post Orders, Procedures, and Performance - As previously stated, our local managers create, implement and update these manuals in collaboration with City personnel. Supervisors will be focused on daily inspections and written notices to ensure that the security staff at the City locations follow day-to-day regulations, codes of conduct, and Standard Operating Procedures/Post Orders. This is the most active and proactive group in the Quality Control matrix. All the daily ‘heavy lifting’ is tasked to supervisors while providing support, oversight, and coordination.

As part of our quality inspections, we identify areas of improvement or recommend service-enhancing post orders changes.

Incident Reports - Accurate incident reporting is essential in emergencies, especially those cases that might involve police investigations or insurance companies. A regular review of incident reports from City sites can also identify any security trends that may indicate a need for adjustments to the City security program. Our security professionals are trained in report writing to ensure accurate, detailed, and clear information.

Each security professional will provide a report for any circumstances that require explanation, such as the assistance of emergency units or notification of civil authority. Such incidents also include accidents, personal injuries, and criminal activity. We maintain a file of incident reports on-site along with a summary report, if necessary.

Reports are instantly available through eHub, our secure client website, or through your Allied Universal® manager, utilizing WinTeam®, at any desired frequency. WinTeam, our fully integrated payroll, billing and scheduling system, automates and enhances our core business functions and allows us to create customized reporting for our clients. The WinTeam scheduling system also

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Allied Universal® Response to Montebello Bus Lines
17 allows us to provide: shift personnel schedules; warnings on overtime and scheduling conflicts; performance criteria; personnel information; streamlined payroll and billing for accurate and timely data, and; detailed reports to the City security management team.

Allied Universal® also offers our web-based HELIAUS software package designed specifically to document security incidents. This helps streamline record keeping, produces clear and concise incident reports, summarizes incidents by selected criteria over specified periods, and quickly retrieves past incident reports.

Allied Universal® regularly trends dozens of reports to make sure your security program is running efficiently and to proactively drive improvements. A variety of customized reports can be tailored to your needs. All report information can be analyzed, arranged, displayed, or otherwise custom formatted to meet your specific requirements.

TOUR VERIFICATION AND REAL TIME REPORTING CAPABILITIES
HELIAUS® - THE POWER OF INSIGHT INTO ACTION®
HELIAUS® is our proprietary Artificial Intelligence (AI)-driven workforce management solution that uses powerful algorithms to generate risk-averse recommendations. With HELIAUS® at the center of the City security operations, your security professionals are always connected and engaged, situationally informed, and armed with the right recommendations to effectively create safer, more secure environments.

HELIAUS® - Technology Platform
Functioning as a comprehensive workforce management solution through instant post orders, incident reporting, GPS tracking, visitor logging, and more, HELIAUS® is tailored to the City’s security program based on overall contract requirements and even each site's specific needs.

HELIAUS® consists of two parts - HELIAUS® Mobile and
HELIAUS® Portal. HELIAUS® Portal provides the City with real-time visibility into site-specific events and activities, as well as a historical overview to understand trends and develop future insights. HELIAUS® mobile allows our security professionals to share information and acts as a virtual coach as they go about their duties.
• Additional Mobile Capabilities
• Incident and event reporting
• Temperature screening
• Tasks and messages
• Lost and found
• Custom forms
• Visitor and vehicle management
• Fire and safety inspections

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18 • SOS

Quickly Identify Safety and Security Trends
HELIAUS® has contributed to incident reductions, cost savings, efficiency increases, and peace of mind for industry -leading organizations. Regardless of site number, size, or specific events, the HELIAUS® platform has connected security programs with proven ROI. The HELIAUS ® dashboard provides on-demand views of historical trends, customizable by date, category, and location. This insight provides the City with a full view of the who, what, where, and when incidents are occurring, allowing you to adjust your resources and response as needed through the Tour and Workflow applications within HELIAUS®.

Configurable Tours and Workflows
While security professionals are pushing data to the online portal, they are receiving post order instructions in real-time. Through HELIAUS®, we program custom workflows to virtually coach security professionals when they scan an NFC tag, approach a beacon, or enter a specified GPS zone. Tasks assigned to areas can include: following checklists, taking videos or photos, sending the client an email or text message, answering follow-up questions, and more.

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19 Return on Investment (ROI) / Quantitative Value / Proven Results By delivering unprecedented situational awareness into the hands of your Security Professionals, their skills and training are amplified and enhanced by the platform's data -driven intelligence. HELIAUS® has contributed to cost savings through incident prevention, efficiency increases, and peace of mind for industry-leading organizations. Regardless of the number of sites, size, or specific events, the HELIAUS® platform has connected security programs with proven ROI and added value and will help do the same for the City of Montebello.

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20 BENEFITS
As an industry leader, Allied Universal® provides meaningful, comprehensive employee benefits to Security Professionals. We offer high-value employee benefits that help us attract high-caliber personnel to serve client needs. We believe that providing comprehensive benefits increases employee satisfaction and enhances security professional effectiveness.

Benefits for Security Professionals include:
• Medical Insurance: We offer medical plans to all benefit-eligible employees through payroll deduction and/or client contribution (pursuant to our eligibility requirements and policies).

Estimates provided in this proposal represent costs based on proposed and evolving regulations, plan structure, and estimated participation. Detailed additional information regarding coverage and premium costs is available upon request. • Dental and Vision Insurance: Benefit-eligible employees qualify for dental and vision plans. • Disability Insurance: Benefit-eligible employees may purchase both short and long-term disability insurance.
• Life Insurance: We provide basic life and accidental death and dismemberment insurance to benefit-eligible employees at no charge. Supplemental life insurance is also available to employees at a competitive rate.
• Accident Insurance: Benefit-eligible employees have the option to purchase accident insurance from Aflac.
• Cash Pay Card: Employees have the option to receive their pay through direct deposit or as a Cash Pay Card (where permitted). The Cash Pay Card option offers a branded debit card and check option, allowing employees access to wages without having to incur fees. • DailyPay: DailyPay is a voluntary program that allows employees to track their pay after every shift and provides on-demand access to their earnings. DailyPay also includes free tools to budget and plan for expenses.
• Educational Assistance: We provide educational assistance for eligible applicants selected for the program including up to $3,000 toward the cost of tuition and qualified related expenses. We partner with over a dozen colleges/universities (DeVry University, George Washington University, Liberty University, Ashford University, and others) to offer tuition discounts. We also award up to ten annual scholarships of up to $1,000 to the children of our employees.
• Commuter Benefits Program: Allied Universal® offers transit and parking options for benefit-eligible employees who can elect to have funds deducted through payroll on a pre-tax basis.
• Paid Time Off: We provide different vacation options such as paid time off, anniversary bonuses, and vacation time based on the specific contract and state sick time laws. • 401(k) Retirement Plan: Allied Universal® employees are eligible to enroll in our 401(k) retirement savings program anytime following six months of employment.

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21 • Holidays: Security Professionals receive time-and-a-half pay when working these holidays:

New Year's Day; President's Day; Memorial Day; Independence Day; MLK Day; Labor Day; Thanksgiving; and Christmas Day.
• Employee Assistance Program: This program is designed to assist employees in resolving personal circumstances that could impact their work performance. • PerkSpot: We offer various fringe benefits exclusively to our employees for personal use.

Some of these benefits include discounts on items such as fitness memberships, cellular phone plans, retail merchandise, and credit union access. Allied Universal® also partners with a range of vendors so employees can benefit from special savings and offerings from companies that include: Sprint, AT&T, Verizon Wireless, DIRECTV, Dell Computers, VPI Pet Insurance, GlobalFit, and H&R Block.

NOTE: Allied Universal® reserves the right to change, amend, or terminate the benefits programs and their options at any time.

QUALITY ASSURANCE OVERVIEW
Allied Universal® will review and monitor the Montebello Bus Lines security program regularly to ensure maximum operational efficiency and satisfactory performance of contract obligations at all times. We use several quality assurance tools to measure client satisfaction and identify any opportunities for improvement. These include account audits, performance evaluations, and inspections, on-site focus groups, and regular feedback through Allied Universal® Voice. We also solicit feedback from and share best practices for on-site safety and hazardous situations with our Security Professionals to enhance our level of service, add value to Montebello Bus Lines’ security program, and ensure compliance.

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22 SECTION 5 – QUALIFICATIONS

DESIRED QUALIFICATION
Provide a brief profile of the firm, including: the types of services offered, the year founded, form of the organization (corporation, partnership, sole proprietorship) number, size and location of offices, and the number of employees.

Since 1953, Allied Universal® has kept people safe, protecting our client’s brands, and providing peace of mind through our dedication to quality leadership, industry expertise, and our commitment to building unparalleled employee and client relationships. As a leading provider of security and facility services in North America, with over 300,000 Security Professionals protecting over 50,000 client sites, Allied Universal® is There for you.®
We take a personalized, integrated approach to your needs, becoming fully immersed in Montebello Bus Lines’ culture, mission, and values to provide proactive security services and cutting-edge smart technology tailored to your unique requirements. Allied Universal® provides exceptional security solutions that give you the freedom to create, produce, and innovate with your core business.

Our world-class customer service and track record of success start with our local leadership, equipped with the know-how to serve you with service-oriented professionalism supported by the most advanced systems and integrated technology in the industry. As your trusted security partner, Allied Universal® stands ready to secure and care for the people and businesses in our communities. Montebello Bus Lines can come to us with any safety and security need including:

UNMATCHED SERVICE, SYSTEMS, AND SOLUTIONS
We partner with you, leveraging our highly trained Security Professionals, supported by industry- leading technology and systems to provide comprehensive, customized security solutions that not only help protect against threats but will enable Montebello Bus Lines to make better, more informed decisions about your security operations.

Form of Organization: Universal Protection Service LP is a Limited Partnership, DBA Allied Universal Security Services.

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23 Allied Universal® Office Locations
Allied Universal® provides services in Canada, Mexico, and the United States, with over 400 North American offices that provide our full array of services. A complete list of office locations may be found online at aus.com/offices.

Number of U.S Employees: 281,917

Provide a general description of the firm’s financial condition and identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede the Contractor’s ability to complete the project.

Pending Litigation: Allied Universal® is not involved in any arbitration and/or legal proceeding that we expect to have a material adverse effect on our business, financial condition, or results of operations. Like any security provider, Allied Universal® is subject to routine litigation in the ordinary course of its business, some of which involve claims resulting from the conduct of its security operations. We maintain general liability and other insurance coverage which we believe adequately insure us against the risks associated with these claims.

Bankruptcy: Allied Universal® Security Services is not currently, and has never been, involved as a debtor in any bankruptcy or insolvency proceedings.

Office Closures: No offices at Allied Universal are scheduled to close.

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Allied Universal® Response to Montebello Bus Lines
24 Impending Merger: Allied Universal is not involved in any impending merger that would have any effect on its ability to service Montebello Bus Lines.

Financial Information: The Company measures its operating performance using Adjusted EBITDA, which is defined as net income (loss) before interest expense, net, income tax (benefit) expense, and depreciation and amortization (EBITDA), as further adjusted to exclude certain non-cash items and certain cash expenses management considers non-recurring, unusual or otherwise not indicative of our ongoing operating performance and to reflect the full expected effect of cost reduction and profit-enhancing initiatives, acquisitions, disposals, and related cost and revenue synergies. Adjusted EBITDA for the year ended December 31, 2020, was $938.3 million.

On December 31, 2020, Allied Universal had $300.0 million and $607.1 million available for borrowing under its revolving credit facility and ABL credit facility, respectively. The Company’s total liquidity on December 31, 2020, was $1,878.0 million, which included unrestricted operating cash of $970.9 million.

Current financial statements can be provided upon request.

Describe the firm’s experience in performing work of a similar nature to that solicited in this RFP, and highlight the participation in such work by the key personnel proposed for assignment to this project.

Describe an experience in similar projects, particularly in the transit and public sector environments.

The Contractor must demonstrate to the satisfaction of MBL that it has sufficient resources, capabilities and experience to meet the business needs as stated in this document. The Contractor will state and identify its involvement with other clients for both past and present projects. The Contractor will state the client’s name, and references for similar projects, particularly those conducted for public transit in particular and the public sector in general. Be specific with respect to past and current assignments elaborating on those projects of similar type, magnitude and complexity. The Contractor’s involvement and responsibility should be defined for each project.

As the largest provider of contract security services to government agencies in the Los Angeles area, as well as the Country, Montebello Bus Lines can be assured that its security provider has the best experience available to provide service for the task at hand. Unlike our competitors, Allied Universal® has a dedicated government services team that provides our operations personnel and government clients a resource to ensure contract compliance and delivery of best practices.

Locally, Allied Universal Provides …
• The City of Montebello with security services for the Metrolink site • Local Transit Agencies Serviced: Metrolink, Long Beach Transit, Omnitrans, Riverside County Transit Commission (RCTC), Riverside Transit Agency (RTA), Metrolink station in the City of Montebello, and Union Station in Downtown Los Angeles. • Large Government Facility Contracts Serviced: County of Los Angeles contracts including the LA County Sheriff, the Los Angeles County Department of Health Services, the Los Angeles County Department of Social Services, and the Los Angeles County Department of Public Works. The City of Los Angeles, The City of Inglewood, The City of Beverly Hills, Hollywood Burbank Airport, and many others.

Company-wide, Allied Universal® Provides more than…
• 35,600,000 annual man-hours of armed and unarmed security services to Federal, state, and local government facilities nationwide

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Montebello City CouncilNovember 16, 2022

Montebello City Council
November 16, 2022